Skip to main content
Procore

Manage Your Inbox for Workforce Planning

  1. Last updated
  2. Save as PDF

Objective

To manage your Inbox for messages sent in Workforce Planning.

Background

You can send messages to people that you manage in Workforce Planning. You can also use the steps below to reply to messages, as well as to view, star (favorite), archive and delete messages.

Things to Consider

  • Required User Permissions:
    • To view, favourite, archive or delete messages, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
      OR
      'Read Only' level permissions or higher on the Workforce Planning tool.
    • To reply to messages using the Messages tool, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
      OR
      'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create Messages' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    • To receive messages via email, people must have the Enable Email checkbox selected and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning.
    • To receive messages via SMS, people must have the Enable SMS checkbox selected and a Phone Number entered in their personal information on the People List. See Edit People in Workforce Planning.
  • Additional Information:
    • Messages sent in Workforce Planning do NOT appear in Emails in Procore.
    • Deleted messages are permanently removed from Workforce Planning and cannot be recovered.
    • Messages that are only visible to you have a Lock icon-private-wfp.png icon.
    • People receiving messages via SMS cannot reply via SMS.
      Note: 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.

Steps

To a view message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
    Note: The Messages tool opens to your Inbox.
  3. Click the message to view.
    You can see the message that was sent and any replies.

Star a Message

To star a message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
    Note: By default, Messages opens to your Inbox.
  3. Click the star icon-star-wfp.png icon for the message you want to favourite.
    Notes:

Reply to a Message

To reply to a message from Workforce Planning, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message to reply to.
  4. In the text box, enter your reply.
  5. Click Reply to send the message.
    Notes:
    • If the original message had the checkbox marked 'All Users Can See This Message', your reply will also be visible to all users.
    • Replies can be seen in your Inbox or the Sent section of the Messages tool. See Manage Sent Messages for Workforce Planning.

Archive a Message

To archive a message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message to archive.
  4. Click Archive.
    Note: Archived messages are listed in the 'Archived' section of the Messages tool. See Manage Archived Messages for Workforce Planning.

Delete a Message

To delete a message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
    Note: By default, the Messages tool opens to your Inbox.
  3. Click the message to delete.
  4. Click Delete.
 Caution
Deleted messages are permanently removed from Workforce Planning. They cannot be recovered by Procore.