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Manage Your Inbox for Resource Planning

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Objective

To manage your Inbox for messages sent in Resource Planning.

Background

You can send messages to people that you manage in Resource Planning. You can also use the steps below to reply to messages, as well as to view, star (favorite), archive, and delete messages.

Things to Consider

  • Required User Permissions
  • Messages sent in Resource Planning do NOT appear in Emails in Procore.
  • Deleted messages are permanently removed from Resource Planning and cannot be recovered.
  • Messages that are only visible to you have a lock icon-private-wfp.png icon.
  • People receiving messages via SMS cannot reply via SMS.
    Note: Message and data rates may apply when receiving SMS messages.
  • People receiving messages via email can reply from their own email client. Emailed replies appear in your inbox.

Steps

To a view message, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
    Note: The Messages tool opens to your Inbox.
  3. Click the message to view.
    You can see the message that was sent and any replies.

Star a Message

To star a message, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
    Note: By default, Messages opens to your Inbox.
  3. Click the star icon-star-wfp.png icon for the message you want to favorite.
    Notes:

Reply to a Message

To reply to a message from Resource Planning, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message to reply to.
  4. In the text box, enter your reply.
  5. Click Reply to send the message.
    Notes:
    • If the original message had the checkbox marked 'All Users Can See This Message', your reply will also be visible to all users.
    • Replies can be seen in your Inbox or the Sent section of the Messages tool. See Manage Sent Messages for Resource Planning.

Archive a Message

To archive a message, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message to archive.
  4. Click Archive.
    Note: Archived messages are listed in the 'Archived' section of the Messages tool. See Manage Archived Messages for Resource Planning.

Delete a Message

To delete a message, follow these steps:

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message  to delete.
  4. Click Delete.
 Caution
Deleted messages are permanently removed from Resource Planning. They cannot be recovered by Procore.