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Manage Archived Messages for Resource Planning

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Objective

To manage messages that were starred for Resource Planning.

Background

You can send messages to people that you manage in Resource Planning. This tutorial shows how to view, un-archive, and delete archived messages.

Things to Consider

  • Required User Permissions
  • Messages sent in Resource Planning will NOT appear in the Emails tool in Procore.
  • Messages that are only visible to you have a lock icon-private-wfp.png icon.
  • Deleted messages are permanently removed from Resource Planning and cannot be recovered

Steps

You can manage sent messages in the following ways:

View an Archived Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to view.
    You can see the message that was archived and any replies.

Unarchive a Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to unarchive.
  5. Click Unarchive.
    Note: Unarchived messages can be seen in the Inbox of your Messages tool. See Manage Your Inbox for Resource Planning.

Delete an Archived Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to delete.
  5. Click Delete.
 Caution
Deleted messages are permanently removed from Resource Planning and cannot be recovered.