Create a Change Event from an Email

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. This automatically transfers the email subject into the Change Event title and links the source email as an origin item for clear tracking and auditing.

• Required User Permissions:

  • You need both:

    • 'Standard' or 'Admin' on the project's Emails tool.

    • 'Standard' or 'Admin' on the project's Change Events tool.

• Alternate ways to create change events:

  • To learn how to use other Procore tools to create a change event.

• The email you want to create a change event from must exist in the project's Emails tool.
  See Create an Email or Send An Inbound Email to the Project's Emails Tool.

1. Navigate to the project's Emails tool.

2. Click an email row in the list view to open the message side panel.

3. At the top header of the open email panel, click + Create a Change Event.
   Note: Procore opens the Change Events creation form in a new browser tab.

4. Verify that the Title field is automatically pre-filled with the email's subject line and the Origin Item is set to the source email.

5. Complete any additional required fields for the change event (such as Status, Scope, or Description). For more information, see Create a Change Event.

6. Click Create or Create & Open.