EMail Integration Settings

BigTime can be configured to send out emails to your managers and users based as specific situations pop up. Users, for example, can be alerted if they are assigned to a new project or to a new task. Managers can be alerted if their projects approach/exceed their budgets. A user's new timesheet can be submitted for approval, and an email alert can let managers know that they have time to approve, or it can let the user know if a manager asks them to make a change to the timesheet in the system.

In general, BigTime's automated emails fall into three basic categories:

• Scheduled EMail is sent out on a pre-determined schedule (e.g. - daily, weekly, monthly, etc.). BigTime also has a number of emails that can be sent out at the end of your timesheet period. This allows you to schedule those emails appropriately even if your timesheet period doesn't fall on a regular "calendar" day or weekday.
• Status EMails are sent out daily and are triggered by a pre-defined condition. A project budget, for example, may have hit a threshold or a milestone may have been completed. These emails are sent out in "bulk" are are typically sent again each day until the condition is corrected.
• Event EMails are sent only once, and they are typically sent out immediately. These emails are triggered by a specific event (e.g. - a draft invoice is created or a new project team is established), so users could get several of these emails throughout the course of a day.

BigTime's email settings are all controlled from the Tools...System Settings...EMail Settings page. The top half of that page is used to configure BigTime's link to your firm's SMTP mail server. The bottom half of the screen indicates which emails your firm has activated. BigTime supports several dozen email notifications, and your firm can choose to activate any combination of them.