Manage Draft Messages for Resource Planning

Things to Consider

Required User Permissions
Messages sent in Resource Planning will NOT appear in the Emails tool in Procore.
Messages are limited to 1,200 characters.
Message and data rates may apply when sending or receiving SMS messages.
Messages that are only visible to you have a lock icon.
Draft messages that are only visible to you have a lock icon.
Deleted messages are permanently removed from Resource Planning and cannot be recovered.

You can manage your draft messages in the following ways:

Navigate to the Company level Resource Planning tool.
Click Communications and select Messages.
Click Drafts.
Click the draft to view.
Note: Individual drafts are created for each recipient.

Navigate to the Company level Resource Planning tool.
Click Communications and select Messages.
Click Drafts.
Click the message to edit.
Edit the message.
- Subject. Enter the subject of the message.
- Message. Enter your message.
- Click Add Recipients and select the person to send the message to.
  Notes:
  - You can repeat this step to add additional recipients.
  - If you need to remove a recipient, click the remove icon next to their name.
- Mark the checkbox 'All Users Can See This Message' if you want all users to be able to access the message in the Messages tool.
  Note: This option can only be edited if the original draft had the checkbox marked. See Send a Message for Resource Planning.
Schedule Delivery. Select whether the message is scheduled for delivery.
- Leave the 'Schedule Delivery' in the ON position and enter the date and time for the scheduled message to be sent. Then click Schedule.
  OR
- Move the toggle for 'Schedule Delivery' to the OFF position to un-schedule the message. Then click Save to save it as a draft.