Manage Scheduled Messages for Resource Planning

To manage scheduled messages for Resource Planning.

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

• Required User Permissions

• Messages sent in Resource Planning do 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.

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

You can manage your scheduled messages in the following ways:

• View a Scheduled Message

• Send a Scheduled Message Now

• Edit a Scheduled Message

• Delete a Scheduled Message

View a Scheduled Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select **Messages.

3. Click Scheduled.

4. Click on the message to view.

Send a Scheduled Message Now

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select **Messages.

3. Click Scheduled.

4. Click on 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 next to their name.

   • Mark the checkbox '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-scheduled message had the checkbox 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 Scheduled Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select **Messages.

3. Click Scheduled.

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 next to their name.

   • Mark the checkbox '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 this checkbox marked. See Send a Message for Resource Planning.

6. Schedule Delivery. Select whether the message is scheduled for delivery.

   • Leave the 'Schedule Delivery' in the ON position and enter the date and time for the scheduled message to be sent. Then click Schedule.
     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 Scheduled Message

1. Navigate to the Company level Resource Planning tool.

2. Click Communications and select **Messages.

3. Click Scheduled.

4. Click the message to delete.

5. Click Delete.