Support Home > Products > Procore > Procore User Guide > Project Level > Meetings > Tutorials > Add a Related Item to a Meeting

Add a Related Item to a Meeting

Objective

To add a related item to a meeting. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Meetings tool.
  • Additional Information:
    • To view the title of the related item, you will need 'Read-only' and above permissions on the Commitments tool. If you have permissions to view the item in Procore, you will see a link in the description. Click this link to open the item in another tab of your browser.

Steps

  1. Navigate to the project's Meetings tool. 
    This reveals the Meeting Agendas/Minutes page.
  2. Locate the desired meeting in the list. Then click Edit.
    This opens the selected meeting's page in edit mode.
  3. Click the Related Items tab.
    This reveals the Related Items page.
  4. Click Edit.
    This reveals the 'Adding Related Items to: <Meeting Name' area.
  5. Complete the following fields:
    • Type: Select the type of item you would like to relate to the meeting. (Note: You can only add items that are already in Procore. You can choose from a long list of items like bids, RFIs, productivity log, prime contract change order, or a task.)
    • Description: Once you choose a type, the drop-down menu under 'Description' will populate with the items in your project's Procore account that match the type, or you will see an empty field where you can enter your own description.
    • Date: The date will automatically populate with the date that the item was created in Procore.
    • Notes: Add any notes related to this item.
  6. Click Add.
  7. Repeat the steps above to add other related items. 
  8. Click Save.
    The system places the 'Related Items' table into view mode. 
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Last modified
07:27, 15 Mar 2017

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