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Manage Draft Messages for Resource Planning

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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 Private Wfp 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.

Steps

Manage Draft Messages for Resource Planning (Beta)

  • View Draft Messages

  • Send Draft Messages Now

  • Edit Draft Messages

View Draft Messages

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications (Beta).

  3. Select Messages from the drop-down menu.
    Resource Planning Alerts Messages Dropdown

  4. Select Drafts.

  5. In the 'Date/Time Sent' column, select the envelope Envelope icon for the message you want to view.

Send Draft Messages Now

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications (Beta).

  3. Select Messages from the drop-down menu.
    Resource Planning Alerts Messages Dropdown

  4. Select Drafts.

  5. In the 'Date/Time Sent' column, select the envelope Envelope icon for the message.

  6. Click Send.

Edit Draft Messages

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications (Beta).

  3. Select Messages from the drop-down menu.
    Resource Planning Alerts Messages Dropdown

  4. Select Drafts.

  5. In the 'Date/Time Sent' column, select the envelope Envelope icon for the message.

  6. Edit the message.

    • Send As.

      • Individual Message. Select to send the same message to multiple recipients, as individual messages.

      • Group Message. Select to send the message to multiple recipients.

    • Recipients.

      • Select recipients from the 'Add Recipient' drop-down menu to add them to the message.

      • Click remove next to a recipient to remove them.

    • Subject. Enter the subject of the message.

    • Message Content. Enter the message.

    • Schedule Delivery. Select whether the message is scheduled for delivery.

      • Move the 'Schedule Delivery' toggle Icon Toggle On ON to schedule the message. Then enter the date and time for the message to be sent.

      • Leave the 'Schedule Delivery' toggle Icon Toggle Off OFF to keep the message as a draft.

    • Optional: Mark the 'All Users Can See This Message' checkbox to allow other users to access the message in the Resource Planning Communications tab.

  7. Click Save Draft.

Manage Draft Messages for Resource Planning (Legacy)

You can manage your draft messages in the following ways:

  • View a Draft Message

  • Send a Draft Message Now

  • Edit a Draft Message

  • Delete a Draft Message

View a Draft Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Drafts.

  4. Click the draft to view.
    Note: Individual drafts are created for each recipient.

Send a Draft Message Now

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Drafts.

  4. Click the message to send now.

  5. Optional: 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 Delete Wfp 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 originally-drafted message had the checkbox marked. See Send a Message for Resource Planning.

  6. Move the toggle for 'Schedule Delivery' to the OFF position.

  7. Click Send Now.

Edit a Draft Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Drafts.

  4. Click the message to edit.

  5. 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 Delete Wfp 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.

  6. 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.

Delete a Draft Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Drafts.

  4. Click on the message you want to manage.

  5. Click Delete.

See Also