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Procore (en-GB)

Forward a Variation to a Project User by Email

Objective

To forward a variation to a Procore user using the email function in the Variations tool. 

Background

The Variations 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 Variations (CVs) and Main Contract Variations (MCVs). 

Things to Consider

Steps

  1. Navigate to the project's Variations tool.
  2. Click the Main Contracts or Commitments tab. 
  3. Locate the variation 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 variation.
  5. Click Email.
    email-change-order.png
  6. Complete following fields:
    • To. Enter in the user you would like to email forward the variation 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 variation you are email forwarding, but you can manually edit this field as necessary. 
    • Attachments. Attach any relevant documents or files.
    • Message. Enter a message in the text field. 
  7. Click Send
    The system forwards the recipients an email message with the subject line: FW:  'FW: Main Contract Variation: MCV #: Title.'

See Also