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Procore

Email a Commitment

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new Contracts table in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Objective

To send a purchase order or subcontract by email.  

Background

You can email a purchase order or subcontract to a downstream contractor when you want to share the accepted scope and Schedule of Values (SOV).  When selecting a recipient, you can choose any user from the project's Directory tool. However, keep in mind that in order to log on or view the purchase order or subcontract in Procore, the recipient must have the appropriate access permissions to view it. 

Things to Consider

  • Required User Permissions:
    • To send a commitment by email,  'Standard' or 'Admin' level permissions on the project's Commitments tool.  
  • Additional Information:
    • To be named as a recipient of an email, you must be added to the Project Directory tool. 
    • To gain access to the commitment online, you must be granted the appropriate permissions. See View Commitments.

Steps

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
  3. Click Email Contract.
    email-commitment.png
  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.
 Note
Procore sends the recipient an email. The message contains a link that the recipient can click to view the commitment online (if he or she has the appropriate permissions to view a purchase order or subcontract.  The recipient can also open the commitment in the PDF file format. 

 

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