Manage Sent Messages for Resource Planning

Things to Consider

  • Required User Permissions

  • Messages sent in Resource Planning do NOT appear in Emails in Procore.

  • Messages that are only visible to you have a lock icon-private-wfp.png icon.

  • Deleted messages are permanently removed from Resource Planning and cannot be recovered.

Prerequisites

Steps

You can manage sent messages in the following ways:

  • View a Sent Message

  • Archive a Sent Message

  • Delete a Sent Message

View a Sent Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Sent.

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

Archive a Sent Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Sent.

  4. Click on the message to archive.

  5. Click Archive.

Delete a Sent Message

  1. Navigate to the Company level Resource Planning tool.

  2. Click Communications and select Messages.

  3. Click Sent.

  4. Click on the message to delete.

  5. Click Delete.

See Also

Loading related articles...