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Procore (en-CA)

Create a Change Event from an Email

Objective

To create a change event from an email in the project's Emails tool.

Background

If the need for a change event comes up in an email, you can create a change event from that email in the project's Emails tool. See What is a change event?

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Emails tool.
      AND
    • 'Standard' or 'Admin' on the project's Change Events tool.
  • Alternate ways to create change events:

Prerequisites

Steps

  1. Navigate to the project's Emails tool.
  2. Click the Inbox tab. 
  3. Locate the email that you will use to create the change event. 
  4. Highlight them email message. Then click + Create Change Event.
    Note: The system redirects you to the create page in the Change Events tool.
  5. Complete the steps documented in Create a Change Event
    Notes:
    • The Origin field in the change event is automatically updated for you. The ID number corresponds to the originating email from the Email tool that is associated with the change event you are creating. 
    • The Title field in the change event is automatically updated to use the email's subject line. You can modify these entries as you want. 
  6. Click Save

See Also