Any changes to the templates used for the email notifications (Auto-alerts) must be configured using a template within a customized culture. Notification templates may be customized for a specific language, HTML format and the use of Project Insight tokens (tokens reference data variables). As is the case with any culture customization, ALWAYS thoroughly test customizations on a single test user before applying the templates to other user profiles. You should never plan any customization such that you eliminate the option to switch all users to a working default.
Master TemplatesDeveloping custom master templates require experience with HTML, email content delivery and email security. Project Insight support does not provide assistance for these skills, however,Project Insight Professional Services does provide services to customize email templates per customer specifications. Customers are encouraged to submit change requests for custom master templates to Professional Services for review and quotation.
The Email Master Templates contain the framework for the email notification formatting. Changes to the overall look of the email notifications are implemented in the master templates. Changes to the company logo, content fonts and layout are made to the master templates so that the many specific item-based email templates do not need to be individually managed to change the overall style of the email.
One simple example of a change to the master template would be a customization to change the logo. Copy the HTML content from the System Default of the Master Template into the Custom tab and change the image source of the logo with a simple edit. Searching for common HTML graphics references (i.e. 'img') and files (i.e. gif, png, jpg, svg) will quickly find image references within your HTML content.