Skip to main content
Procore

Manage Scheduled Messages for Workforce Planning

  1. Last updated
  2. Save as PDF

Objective

To manage scheduled messages for Workforce Planning.

Background

You can schedule messages to send to people that you manage in Workforce Planning. This tutorial shows how to view, send, edit, and delete scheduled messages.

 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Messages sent in Workforce Planning do NOT appear in Emails 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 Workforce Planning and cannot be recovered.

Steps

You can manage your scheduled messages in four (4) ways:

View a Scheduled Message

To view a scheduled message, follow these steps:

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

Send a Scheduled Message Now

To edit a scheduled message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Scheduled.
  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 Workforce Planning.
  6. Move the toggle for 'Schedule Delivery' to the OFF position.
  7. Click Send Now.

Edit a Scheduled Message

To edit a scheduled message, follow these steps:

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

To delete a scheduled message, follow these steps:

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