Manage Your Inbox for Resource Planning
Prerequisites
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Messages sent in Resource Planning do NOT appear in Emails in Procore.
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Deleted messages are permanently removed from Resource Planning and cannot be recovered.
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Messages that are only visible to you have a lock
icon. -
People receiving messages via SMS cannot reply via SMS.
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Message and data rates may apply when receiving SMS messages.
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People receiving messages via email can reply from their own email client. Emailed replies appear in your inbox.
Prerequisites
Steps
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Reply
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Star
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View
Reply to a Message
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Navigate to the company's Resource Planning tool.
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Click the Communications (Beta) tab.
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Click Messages from the drop-down menu.
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Click Inbox.
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In the 'Date/Time Sent' column, select the envelope
icon for the message. -
Enter your reply.
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Optional: Mark the checkbox to include your signature.
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Click Reply.
Star a Message
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Navigate to the company's Resource Planning tool.
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Click the Communications (Beta) tab.
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Click Messages from the drop-down menu.
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Click the star
icon for the message you want to favorite.
View a Message
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Navigate to the company's Resource Planning tool.
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Click the Communications (Beta) tab.
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Click Messages from the drop-down menu.
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Click Inbox.
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In the 'Date/Time Sent' column, select the envelope
icon for the message to view the details.