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Procore

Email a Funding

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more see, What dictionaries and languages are available in the Procore web application?

Objective

To send a funding to other Procore users by email for review and/or approval.

Background

After you create one (1) or more fundings, you may have a need to share that information with other individuals. Unlike other Procore tools that send automatic email notifications to members of a distribution group or list when items are created, updated, or approved, the funding contains sensitive data. To protect that data, fundings much be explicitly sent to individuals.  

Things to Consider

  • Required User Permissions:
    • To send a funding by email, 'Standard' level permissions or higher on the project's Funding tool.
    • To be named as a recipient in the To or CC field, you must have a user account in the Project Directory. 
       Note
      All recipients named in the To or CC field can view your funding data in the PDF attached to the email message. 
    • To gain access to a funding by clicking the 'View this Funding' or 'View Online' link in the email message:
      • 'Admin' level permissions on the project's Funding tool. 
        OR
      • 'Read Only' or 'Standard' level permissions on the project's Funding tool AND your name must be listed under 'Make this Visible only to Administrators and the Following Users.'
  • Limitations:
    • Unlike other Procore tools, which send automated email notifications to distribution groups or lists, the Funding tool requires you to use the steps below. 

Prerequisites

Steps

  1. Navigate to the project's Funding tool.
  2. Locate the funding to work with. Then click its Number link. 
  3. Click Email Funding.
    email-prime-contract.png
  4. Complete the following fields:
    • To
      Start typing in this field to select your primary recipients from a list of users in the Project Directory. See Add a User Account to the Project Directory.
       Caution
      Does your funding contain attachments that don't want your email recipients to view? If your project team has added attachments to the funding you are sending by email, be sure to review all of those attachments to ensure you are OK with sending them to your recipients. Your recipients will have the ability to download those attachments. To learn how these attachments were added, see Create Fundings and Edit a Funding
    • CC
      Start typing in this field to select your secondary recipients from a list of users in the Project Directory. See Add a User Account to the Project Directory.
    • Private
      Place a mark in this checkbox if you want to restrict recipients who have not been granted 'Admin' permission to the Funding tool from gaining access to the funding in the Procore web application. 
      Note: All recipients named in the To or CC field will retain the ability to click View PDF.
    • Subject
      This field automatically completes based on the name of the funding, but you may make any additional changes to the field.
    • Attachments
      Attach any related files or documents.
    • Message
      Include a message to the recipients. 
  5. Click Send.

See Also