Send a Message for Resource Planning
Background
When managing your resource, you can send messages to provide helpful information such as updates to weather, schedules, or information about certain job titles.
Things to Consider
Messages sent in Resource Planning will not appear in Emails in Procore.
By default, you can only see the message you create. To allow other users to see your message, mark the 'All Users Can See This Message' box when creating a message.
Messages are limited to 1,200 characters.
Messages can be sent individually or to a group.
Individual.
The message is sent to each recipient separately.
Recipients do not see that the message was sent to multiple people.
The recipient's response is only to the sender of the original message.
Group.
The message is sent as one message to the entire group.
Each recipient can see everyone that the message was sent to.
When a recipient responds, every recipient in the group receives the response in a message chain.
Group Messages are ideally used for discussions between a number of people.
Recipients
Cannot reply by SMS.
Note: Message and data rates may apply when receiving SMS messages.Can reply from their own email client. Emailed replies appear in your Inbox.
Can respond using the Resource Planning/LaborChart App.
From the People List or Messages tool, you can take the following actions:
Send messages to individuals or multiple people.
From the Assignments Boards or Assignments Gantt, you can take the following actions:
Send messages to all people assigned to a project on a certain date, or within a certain date range.
When scheduling a message to be sent in the future or creating a draft for multiple recipients, individual messages are created and are managed independently for each recipient.
Steps
You can send messages from the following places in Resource Planning:
Send Messages from the Assignments Boards
From the Assignments Boards, you can send messages to all people with assignments for project on a certain date, or within a certain date range.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Assignments Boards.
Click the ellipsis
for the project for which you want to send the message.Select Message People.
Select who to send the message to based on who has an assignment that day.
Current Viewing Day. People who have an assignment on the current day displayed on the Assignment Boards.
Date Range. People with an assignment within a certain date range.
Select the Start Date of the date range.
Select an End Date or the number of Weeks from the start date.
Click Create Message.
Optional: Enter a Subject.
Enter the Message that you want to send.
Select the 'Message Type':
Individual Message. Select to send the same message to multiple recipients, as individual messages.
Group Message. Select to send the message to multiple recipients.
Optional: Click Add Recipients and select additional recipients.
Mark the 'All Users Can See This Message' checkbox to allow other users to access the message in the Messages tool.
Select when to send the message:
Send Now. Select this option to send the message immediately.
Schedule. Move the toggle for 'Schedule Delivery' to the ON position to schedule the message.
Enter the Date and Time for the scheduled message to be sent.
Click Schedule.
Save Draft. Select this option to save the message as a draft.
Send Messages from the Assignments Boards (Beta)
From the Assignments Boards, you can send messages to all people with assignments for project on a certain date, or within a certain date range.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards (Beta).
Click the ellipsis
for the project for which you want to send the message.Select Message People.
Select who to send the message to based on who has an assignment that day.
Current Viewing Day. People who have an assignment on the current day displayed on the Assignment Boards.
Date Range. People with an assignment within a certain date range.
Select the Start Date of the date range.
Select an End Date or the number of Weeks from the start date.
Click Create Message.
Select the 'Message Type'.
Individual Message. Select to send the same message to multiple recipients, as individual messages.
Group Message. Select to send the message to multiple recipients.
Optional: Click the box under 'Add Recipient' and select additional recipients.
Enter a Subject.
Enter the Message Content that you want to send.
Optional: Mark the 'All Users Can See This Message' checkbox to allow other users to access the message in the Resource Planning Communications tab.
Select when to send the message.
Send Now. Select this option to send the message immediately.
Schedule. Move the toggle for 'Schedule Delivery' to the ON position to schedule the message.
Enter the Date and Time for the scheduled message to be sent.
Click Schedule.
Save Draft. Select this option to save the message as a draft.
Send Messages from the Assignments Gantt (Legacy)
On December 31, 2026, the legacy Gantt will be retired. After that date, the new Assignments Gantt will be the only Gantt view available in Resource Planning. Learn more about the new Assignments Gantt.
From the Assignments Gantt, you can send messages to all project assignees on a certain date or within a certain date range.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt.
Select Projects.
Click the ellipsis
for the project for which you want to send the message.Select Message People.
Select a recipient based on who has an assignment that day.
Current Viewing Day. People who have an assignment the specific day selected.
Date Range. People with an assignment within a certain date range.
Select the Start Date of the date range.
Select an End Date or the number of Weeks from the start date.
Click Create Message.
Optional: Enter a Subject.
Enter the Message to send.
Select the 'Message Type':
Individual Message. Select to send the same message to multiple recipients, as individual messages.
Group Message. Select to send the message to multiple recipients.
Optional: Click Add Recipients and select additional recipients.
Mark the 'All Users Can See This Message' checkbox to allow other users to access the message in the Messages tool.
Select when to send the message:
Send Now. Select this option to send the message immediately.
Schedule. Move the toggle for 'Schedule Delivery' to the ON position to schedule the message.
Enter the Date and Time for the scheduled message to be sent.
Click Schedule.
Save Draft. Select this option to save the message as a draft.
ON to schedule the message.