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Manage Draft Messages for Resource Planning

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Objective

To manage draft messages for Resource Planning.

Background

You can draft messages to be sent to people that you manage in Resource Planning. This tutorial shows how to view, send, edit and delete draft messages.

Things to Consider

  • Required User Permissions
  • Messages sent in Resource Planning will NOT appear in the Emails tool in Procore.
  • Message and data rates may apply when sending or receiving SMS messages.
  • Messages that are only visible to you have a lock icon-private-wfp.png icon.
  • Draft messages that are only visible to you have a lock icon.
  • Deleted messages are permanently removed from Resource Planning and cannot be recovered.

Steps

You can manage your draft messages in the following ways:

View a Draft Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Drafts.
  4. Click the draft to view.
    Note: Individual drafts are created for each recipient.

Send a Draft Message Now

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Drafts.
  4. Click the message to send now.
  5. Optional: Edit the message.
    • Subject. Enter the subject of the message.
    • Message. Enter your message.
    • Click Add Recipients and select the person to send the message to.
      Notes:
      • You can repeat this step to add additional recipients.
      • If you need to remove a recipient, click the remove icon-delete-wfp.png icon next to their name.
    • Mark the tickbox 'All Users Can See This Message' if you want all users to be able to access the message in the Messages tool.
      Note: The option can only be edited if the originally-drafted message had the tickbox marked. See Send a Message for Resource Planning.
  6. Move the toggle for 'Schedule Delivery' to the OFF position.
  7. Click Send Now.

Edit a Draft Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Drafts.
  4. Click the message to edit.
  5. Edit the message.
    • Subject. Enter the subject of the message.
    • Message. Enter your message.
    • Click Add Recipients and select the person to send the message to.
      Notes:
      • You can repeat this step to add additional recipients.
      • If you need to remove a recipient, click the remove icon-delete-wfp.png icon next to their name.
    • Mark the tickbox 'All Users Can See This Message' if you want all users to be able to access the message in the Messages tool.
      Note: The option can only be edited if the original draft had the tickbox marked. See Send a Message for Resource Planning.
  6. Programme Delivery. Select whether the message is programmed for delivery.
    • Leave the 'Schedule Delivery' in the ON position and enter the date and time for the programmed message to be sent. Then click Programme.
      OR
    • Move the toggle for 'Schedule Delivery' to the OFF position to un-schedule the message. Then click Save to save it as a draft.

Delete a Draft Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Drafts.
  4. Click on the message you want to manage.
  5. Click Delete.
 Caution
Deleted messages are permanently removed from Resource Planning and cannot be recovered.