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Manage Programd Messages for Resource Planning

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Objective

To manage programd messages for Resource Planning.

Background

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

Things to Consider

  • 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-private-wfp.png icon.
  • Deleted messages are permanently removed from Resource Planning and cannot be recovered.

Steps

You can manage your programd messages in the following ways:

View a Programd Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Programd.
  4. Click on the message to view.

Send a Programd Message Now

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Programd.
  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-delete-wfp.png 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 Programd Message

  1. Navigate to the Company level Resource Planning tool.
  2. Click Communications and select Messages.
  3. Click Programd.
  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 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. Program Delivery. Select whether the message is programd for delivery.
    • Leave the 'Schedule Delivery' in the ON position and enter the date and time for the programd message to be sent. Then click Program.
      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 Programd Message

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