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Create a Change Event from an Email

Objective

To create a change event from an email in the project's Emails tool.

Background

If the need for a change event comes up in an email, you can create a change event from that email in the project's Emails tool. See What is a change event?

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' permissions on the project's Emails tool.
      AND
    • 'Standard' or 'Admin' on the project's Change Events tool.

Prerequisites

Steps

  1. Navigate to the project's Emails tool.
  2. Select the email you want to create a change event from.
  3. Click + Create Change Event.
    Note: You will be redirected to the create page in the Change Events tool.
  4. Enter the necessary information for the change event. See Create a Change Event
    Note: The subject of the email will be populated in the Origin and Title fields.
  5. Click Create

See Also

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

 

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