ProjectReady Central – Microsoft Outlook Integration

Bringing it all Together with Microsoft Outlook Integration

Create and Manage RFI’s and Change Orders Directly from Microsoft Outlook

Manage inbound requests for information (RFI) and Change Orders sent via email, while maintaining full continuity and use of ProjectReady Document Control. As external vendors and clients email you pertinent project information, users can easily create & track an RFI or change order to manage it across its full life cycle and across the one or thousands of projects without ever leaving the Outlook client.

Simplified Email Management with ProjectReady Central

Easily save emails and attachments to project sites and make the content of emails actionable by describing and assigning tasks related to email correspondences. Simply tag an email as a Change Order, Field Notes, Addendum or Meeting Minutes, and it will be sent to your project. Our workflows and reporting will provide the control and visibility required to manage this essential project content.

ProjectReady Microsoft Outlook connector - rfi and email management directly from outlook
Microsoft outlook integration for document control and email management

Assign Tasks from Outlook – Make Email Actionable

Make email ACTIONABLE. Project Managers can now turn emails into easily assigned tasks from inside Microsoft Outlook directly to the Project Site. This creates a seamless user experience and drives our built in reports that make email data visible and easily to manage across projects.

Tag & Route Email to Any Library in Outlook

Save your emails not only to your project sites but to any library you have in your SharePoint environment. This extends the use of the Microsoft Outlook connector, ensuring information is saved where it should be easily without leaving the Outlook interface.

Email Management De-duplication

Avoid saving the same email twice to your project site. ProjectReady ensures you don’t have any duplicate emails in the system, keeping your data clean and stopping redundant data from entering your system.

Learn More about Microsoft Outlook Integration with ProjectReady