Project Automations

Project Automations let you set your Omniscope project to run automatically on a schedule.
When enabled, the automation will refresh the project’s Report blocks in the background at the times you choose.

This means dashboards are always updated in advance, so viewers see fresh data immediately.

Licence requirement

You’ll need the Basic Scheduler Add-on in your licence to use Project Automations.

How do I set up a Project Automation?

1. Open the project you want to automate.

2. Click the three-dots (…) menu in the top-right corner.

3. Select Automation.

4. Enable Project Automation.

5. Configure the schedule:

   • Choose the frequency (seconds, minutes, hourly, daily, weekly, monthly, yearly).

   • Set the interval (e.g. every 30 minutes, daily at 08:00).

Note: All project automation schedules run in the server’s timezone.

Where can I see my automations?

Once a project automation is enabled and configured:

• It appears in the Scheduler app → Project schedules page (which will show automations for all the projects).

• It also appears in the Project automation dialog from the three-dots (…) menu > Automation for a given project.

How do I check what happened?

• For more details (for example, if something fails), you can check the Scheduler logs, and search for your project in the logs and you should be able to see what happened.