Forward a Change Order to a Project User by Email

Objective

To forward a change order to a Procore user using the email function in the Change Orders tool. 

Background

The Change Orders tool includes a built-in email function that lets you forward a commitment to a Procore user that has been added to the Project Directory. This function is available for both Commitment Change Orders (CCOs) and Prime Contract Change Orders (PCCOs). 

Things to Consider

• Required User Permissions:
  • 'Standard' level permissions or higher on the project's Variations tool.
• Additional Information:
  • Recipients who have been granted the appropriate permissions can click the View Online link to view the most current update of the change order in the Procore web application. 

Prerequisites

• Create a Commitment Variation (CV)
  OR
• Create a Prime Contract Change Order (PCCO)
• Add the recipient to the Project Directory. See Add a User Account to the Project Directory.

Steps

1. Navigate to the project's Change Orders tool.
2. Click the Prime Contracts or Commitments tab. 
3. Locate the change order that you want to send to a user by email. 
   Note: If you want the 'Reviewer' to be notified, you must add that person as a recipient.  
4. Click View next to that change order.
5. Click Email.
   
6. Complete following fields:
   • To. Enter in the user you would like to email forward the change order to.
   • CC. Enter in the name of any users you 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. 
7. Click Send. 
   The system forwards the recipients an email message with the subject line: FW:  'FW: Prime Contract Change Order: PCCO #: Title.'

See Also

• Create a Commitment Change Order (CCO)
• Create a Prime Contract Change Order (PCCO)