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Procore

Email a Potential Change Order (PCO)

Objective

To email a potential change order (PCO) so a person without access to the potential change order in Procore can view the potential change order and respond via email. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Prime Contract tab.

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Click Change Orders.
  3. Open the PCO you want to email by clicking View.
  4. Click Email.
    email-potential-change-order-from-prime-contract.png
  5. Complete the following:
    • To. Enter in the user you would like to email forward the change order to.
    • CC. Enter in the name of any users 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. Verify the subject. Procore populates this field automatically with the change order data. You can edit the subject as you want. 
    • Attachments. Attach any relevant documents or files.
    • Message. Enter in a message in the field. 
  6. Click Send
    Any responses to the email will appear in the change order's Emails tab. 

 

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