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Procore

(Beta) Email Change Events

 Phased Release
On Monday, June 13, 2022, Procore started a phased release of the new change events list view. This new view will be gradually released to all customers using the Change Events tool over the next month. To learn about the phased release, see Change Events: Modernized Change Events List View.

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Objective

To send a change event by email. 

Background

If you need to delete a change event, you can move it to the Recycle Bin in the project's Change Events tool. You also have the ability to retrieve deleted change events from the Recycle Bin. 

Things to Consider

  • Required User Permissions:
    • To delete any change event, 'Admin' level permissions on the project's Change Events tool.
    • To delete a change event that you created, 'Standard' level permissions on the project's Change Events tool.
  • Requirements:
    • Change events cannot be deleted if change orders or RFQs attached to the event. 
  • Additional Information:

Steps​​​​​​

  1. Navigate to the Project level Change Events tool.
  2. Locate the change event using one of these options:
    • Click the Detail tab. Then click the change event link that you want to send.
      OR
    • Click the Summary tab. Then click the View button.  
  3. In the change event, click the More menu and choose the Email option.
    more-menu-email-option.png
    Procore opens the Emails tab on the change event. 
  4. Complete the following fields:
    • To. Select users from your project's directory to forward the email to.
    • Cc. Select users from your directory to carbon copy the email to.
    • Private. Check this box so that only users with 'Admin' permissions and those included in the email can view the email in the Email tab. 
    • Subject. Enter a subject for the email message.
    • Attachments. Attach any relevant documents or materials. 
    • Message. Type a message for the email recipient with further instructions or additional information. 
  5. Click Send.
    A YELLOW banner appears to indicate that Procore has created the communication. 

Next Step

 

If you would like to learn more about Procore's change events management software and how it can help your business, please visit our construction change order product page icon-external-link.png.