Schedule the project summary emails with Email project summary skill

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Schedule the project summary email to prioritize and track the most important changes in the project in Project Workspace.

    Before you begin

    Make sure that the Email project summary skill is active.

    If you have users with custom roles that need access to this skill, you must update ACLs for those roles.

    Role required: it_project_manager

    About this task

    By using the Project summary generation skill, you can generate a concise project insights. The project summary is shared through email. Project managers can monitor key elements such as milestones, resources, projects, RIDAC, and project tasks. They can also prioritize their projects and decide the cadence of receiving these project insights email.

    Procedure

    1. Navigate to Workspaces > Project Workspace and open any project.
    2. From the planning page, select the more actions icon (More actions icon.) and then select Configure project insights.

      You can view the configure project insights option only when the project summary generation skill is turned on.

      To turn on the skill, navigate to Admin > Now Assist Admin. From Now Assist Skills tab, select SPM category. From Project summary generation skill card, select Turn on. From Turn on Project insights generation modal, select Turn on.

      From Project summary generation skill card, select Deactivate skill to deactivate the skill. From Deactivate skill modal, select the reason of deactivation and select Deactivate.

      Note:
      To add user access, you need to edit Access control lists (ACLs). Users with it_project_manager role only can turn on this skill.
    3. From the Configure project insights modal, in Choose topics step, select Next.
      You can select or deselect the Project tasks, Milestones, or Resources cards to customize what information is displayed in the Project insights email.
    4. In Personalize content step, add your requirements and select Next.
      You can define your tone, writing style, and priority entities. For example, identify risks of this project. Please provide a formal summary in bullet points.
    5. In Set frequency step, select the Cadence as Weekly, Bi-weekly, or Monthly according to your requirement.
    6. Select On this day, as days for weekly or bi-weekly or dates for monthly cadence.
    7. Select Users from the list.
      • The project manager is automatically set as the default email recipient for the project.
      • You can select one or multiple users. Only users with sn_ppm_read role or have read or view access to project information appear for selection in the users list.
      • When an email is sent to recipients, the project manager is placed in the To list, while all other recipients are included in the Cc list.
      • For confidential projects, recipients are required to be included in the list of users authorized to view the project.
    8. Optional: Select Send preview to generate and send a preview of the insights email instantly.
      When you select Send preview, you receive a project summary instantly and also receive insights based on the selected cadence. The email would go to the recipients selected along with the Project Manager.

    Schedule a project summary email

    Let's assume that you have selected a weekly cadence and chosen Monday (which falls on 2025-07-07). After adding recipients:
    • If you select Schedule, the project summary is emailed to you and the recipients weekly on Mondays, starting from 2025-07-07 and continues until the project becomes inactive.
    • If you select Send preview, you will receive an initial summary email immediately and will also receive summary according to the selected cadence and day.