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

• Reply

• Star

• View

Reply to a Message

1. Navigate to the company's Resource Planning tool.

2. Click the Communications (Beta) tab.

3. Click Messages from the drop-down menu.
   

4. Click Inbox.

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

6. Enter your reply.

7. Optional: Mark the checkbox to include your signature.

8. Click Reply.

Star a Message

1. Navigate to the company's Resource Planning tool.

2. Click the Communications (Beta) tab.

3. Click Messages from the drop-down menu.

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

View a Message

1. Navigate to the company's Resource Planning tool.

2. Click the Communications (Beta) tab.

3. Click Messages from the drop-down menu.
   

4. Click Inbox.

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