Easily transform emails into project documentation

Project management is a complex job which requires managing several different elements at the same time. The amount of data being sent in emails bring their own challenges to daily work and project management, some of which are very critical from a project management perspective and the information should be available and easy to find for the whole project team.

In practice, however, the situation is often that important e-mails related to projects and their attachments are generally only known to one person or reside in one users inbox. This in turn then results in emails populated with project related files and information difficult to find or often even impossible.

SOLUTION – PRO3’S INTEGRATION WITH OUTLOOK

The challenges described above can be effectively alleviated by implementing the Pro3 Outlook plugin. During commissioning, an extension is installed on the user’s machine, where e-mails and their attachments can be copied directly from e-mail to Pro3’s project workspace. By doing this, you can ensure that all information related to the project is stored immediately against the related project and can then be found in the same place and is available to all of the project members.

The plug-in window shows your own monitored projects and the process view defined for the project as a folder structure. Emails or attachments can be easily saved to a project by “dragging” the message to the right stage of the project.

E-mails dragged into the workspace remains in the user’s own Outlook as well as being stored in the Pro3 project workspace.

With efficient email management, significant time is saved when less time is spent searching for emails or its related files. In addition to this, direct business benefits are often achieved when for example, order confirmations for additional work completed are sent by e-mail which can be copied into the project and can then be effectively integrated into the billing process.

To hear more, contact:

Ashley Stokes
UK Head of Projects
07527415423
ashley.stokes@derigo.uk.com
Derigo Ltd