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Procore

Forward a Change Order to a Project User by Email

Objective

To forward a change order to a Procore user using the email function in the Change Orders tool. 

Background

The Change Orders tool includes a built-in email function that lets you forward a commitment to a Procore user that has been added to the Project Directory. This function is available for both Commitment Change Orders (CCOs) and Prime Contract Change Orders (PCCOs). 

Things to Consider

Steps

  1. Navigate to the project's Change Orders tool.
  2. Locate the change order that you want to email in the list.
  3. Click View next to that change order.
  4. Click Email.
    email-change-order.png
  5. Complete following fields:
    • To. Enter in the user you would like to email forward the change order to.
    • CC. Enter in the name of any users you would like copied on the email.
    • Private. Check the box so that only users with 'Admin' permissions or those in the email distribution can view the email.
    • Subject. The subject field will automatically populate with the name of the change order you are email forwarding, but you can manually edit this field as necessary. 
    • Attachments. Attach any relevant documents or files.
    • Message. Enter in a message in the text field. 
  6. Click Send

See Also

If you would like to learn more about Procore’s change order software and how it can help your business, please visit our construction change order product page here.