Each enabled expediting target includes the option to either send emails manually or on a pre-defined schedule:
- Manually Only - emails are sent manually from the Expedite Projects page (see article: Run the Expedite Process and Send Emails).
- Automatically - emails are sent on a weekly basis on the selected day(s) of the week. Automatic emails are sent in the morning (8:00 AM in the system-defined time zone)
To begin, navigate to the Project Configuration page (Project Menu > Set Up > Project Configuration) and open the "Expediting" tab.
Set a schedule
To configure a schedule, expand the "Expediting Targets" section. By default, expedite emails will be set to only send manually - click on the Manually Only text. From the pop-up, toggle the option from "Off" to "On" and select the day(s) of the week that an email should be sent.
From the "Expedite Projects" page (Logo Menu > Expedite Projects), a target which is set to receive automatic reports on a project will be indicated with a blue "A".
Default schedule (for future projects)
The expediting module is included as part of project configuration templates. To set an expediting schedule on a pre-existing template, navigate to System Menu > Admin > Customization > Project Config. Templates, select the template of choice, open the "Expediting" tab, and follow the steps outlined above.
