Respond to a Resource Planning Message
Objective
To respond messages sent from the Resource Planning tool.
Background
When managing your resource, you can send messages to provide helpful information such as updates to weather, schedules, or information about certain job titles. People can respond to messages so that communication can be tracked and managed in Resource Planning.
Things to Consider
- Required User Permissions
- Messages sent in Resource Planning will NOT appear in the Emails tool in Procore.
- When replying to an individual message, the response is sent to the sender of the original message.
- When replying to a group message, the response is sent to everyone the original message was sent to.
- People receiving messages:
- Cannot reply by SMS. See What messages and alerts can people respond to in Resource Planning?
Note: Message and data rates may apply when receiving SMS messages. - Can reply from their own email client. Emailed replies appear in your Inbox. See Manage Your Inbox for Resource Planning.
- Can respond using the Resource Planning/LaborChart app. See What is the Resource/LaborChart Planning App?
- Can respond using the Messages tool.
- Cannot reply by SMS. See What messages and alerts can people respond to in Resource Planning?
Prerequisites
Steps
Follow these steps to:
Respond by Email
- In your email client, open the email message.
- Click Reply.
- Click Send to send the email message.
Respond by Resource Planning/LaborChart App
- On your mobile device, open the Resource Planning/LaborChart app. See What is the Resource Planning/LaborChart App?
- Tap the more menu (≡) icon and select Communications.
- Tap the message.
- Enter your response.
- Tap Send.
Respond using the Messages tool
- Navigate to the Company level Resource Planning tool.
- Click Communications and select Messages.
- Select the message to reply to.
- Enter your response.
- Click Reply.