Manage Draft Messages for Resource Planning

• Required User Permissions

• Messages sent in Resource Planning will NOT appear in the Emails tool in Procore.

• Messages are limited to 1,200 characters.

• Message and data rates may apply when sending or receiving SMS messages.

• Messages that are only visible to you have a lock 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.

• Edit Draft Messages

• Send Draft Messages Now

• View Draft Messages

Edit Draft Messages

1. Navigate to the Company level Resource Planning tool.

2. Click Communications (Beta).

3. Select Messages from the drop-down menu.
   

4. Select Drafts.

5. In the 'Date/Time Sent' column, select the envelope icon for the message.

6. Edit the message.

   • Send As.

     • Individual Message. Select to send the same message to multiple recipients, as individual messages.

     • Group Message. Select to send the message to multiple recipients.

   • Recipients.

     • Select recipients from the 'Add Recipient' drop-down menu to add them to the message.

     • Click remove next to a recipient to remove them.

   • Subject. Enter the subject of the message.

   • Message Content. Enter the message.

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

     • Move the 'Schedule Delivery' toggle ON to schedule the message. Then enter the date and time for the message to be sent.

     • Leave the 'Schedule Delivery' toggle OFF to keep the message as a draft.

   • Optional: Mark the 'All Users Can See This Message' checkbox to allow other users to access the message in the Resource Planning Communications tab.

7. Click Save Draft.

Send Draft Messages Now

1. Navigate to the Company level Resource Planning tool.

2. Click Communications (Beta).

3. Select Messages from the drop-down menu.
   

4. Select Drafts.

5. In the 'Date/Time Sent' column, select the envelope icon for the message.

6. Click Send.

View Draft Messages

1. Navigate to the Company level Resource Planning tool.

2. Click Communications (Beta).

3. Select Messages from the drop-down menu.
   

4. Select Drafts.

5. In the 'Date/Time Sent' column, select the envelope icon for the message you want to view.