Additional information on Email project summary skill

  • Release version: Xanadu
  • Updated October 22, 2024
  • 1 minute to read

    • View the additional information about email project summary skill such as column restrictions, date criteria, and so on.

    Column restrictions

    The columns that are considered for generating the project summary for each table are listed in the following table.

    Table 1. Column restrictions for tables
    Tables Columns
    Project
    • State
    • Short description
    • Status
    • Planned start date
    • Planned end date
    • Project level EAC (Estimate at Completion)
    • Project budget
    • Percent complete
    Milestone
    • Short description
    • State
    • Status
    • Planned start date
    • Planned end date
    • Milestone
    • Key milestone
    Project task
    • Short description
    • State
    • Status
    • Planned start date
    • Planned end date
    Resource assignment
    • Resource
    • Start date
    • End date
    • Resource status
    • Group
    • Role
    • Skill

    Date selection criteria

    • The planned start or end date of the milestone should fall within the same month as the snapshot.
    • The planned start date or end date of the resource assignment should fall within the same month as the snapshot.
    • The planned start date or end date of the project task should fall within the same month as the snapshot.

    Email cadence criteria for scheduling an email

    • Emails are scheduled to be sent at regular intervals.
    • Emails are sent consistently until the process is paused.
    • Once unpaused, the cadence resumes, with the next email sent at the next scheduled interval.
    • A new snapshot is created at the time of cadence change or when it’s unpaused.