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What is the difference between a distribution group and distribution list in Procore?

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Background

In Procore, distribution groups and distribution lists have different functions. To learn more, review the following topics:

Answer

What is a 'Distribution Group'?

A Distribution Group is a list of email recipients that must be created in Procore's Company or Project Directory tool. It is similar in function to a Contacts Group in an email program and is NOT associated with any security settings. 

Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Tracking,  field in the Company and/or Project level tools that support this feature. For example, you might create distribution groups named 'Accountants', 'Foreman/Superintendents', or 'Project Managers' to keep stakeholders informed of tool-specific events (i.e., approvals, distribution of meeting minutes and more). 

In the example below, the end user selects the 'NBI Project Managers' distribution group by name to add the individual members of that group to the RFI's distribution list

add-distrib-group-rfi.gif

What is a 'Distribution List'?

A Distribution List is a list of messaging recipients to which messages can be sent all at once. In Procore, a distribution list is similar to the Carbon Copy (Cc) feature in an email program and is used for notifying select Procore users about a specific event or change in status. For example, when a project manager creates a new submittal, your might add a distribution group of 'Project Managers' to the distribution list for a particular submittal. 

In the example below, the end user adds individuals from the Project Directory to an RFIs distribution list. Users also have the option to add distribution groups to the list. 
add-distrib-list.gif

If you would like to learn more about Procore’s directory software and how it can help your business, please visit our construction contact directory tool product page here.