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Manage Starred 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, archive, and delete starred messages.

Things to Consider

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

Steps

You can manage sent messages in three (3) ways:

View a Starred Message

To view sent messages, follow these steps:

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

Un-star a Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Starred.
  4. Click the star icon-star-wfp.png icon for message to remove the star.
    The message will be removed from the Starred section of the Messages tool.

Archive a Starred Message

To archive a message, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Starred.
  4. Click the message to archive.
  5. Click Archive.
    Notes:

Delete a Starred Message

To delete a message, follow these steps:

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