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. Go to your project's Prime Contract tab.
2. Click the Change Orders subtab.
3. Open the PCO you want to email by clicking the number next to it or the View button.
4. Click the Email button in the right sidebar.
   
   • 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: 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. 
5. Click Send. 
   Any responses to the email will appear in the change order's Emails tab.