Manage Your Inbox for Resource Planning

• 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.

• People receiving messages via SMS cannot reply via SMS.

  • 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.

• Send a Message for Resource Planning

View a Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select Messages.

3. Click the message to view it and see any replies.

Star a Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select Messages.

3. Click the star icon for the message you want to favorite.

Reply to a Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select Messages.

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.

Archive a Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select Messages.

3. Click the message to archive.

4. Click Archive.

Delete a Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select Messages.

3. Click the message to delete.

4. Click Delete.