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Add Related Items to an Observation

Objective

To add related documents, drawings RFIs, cost codes, etc., to your project's observations so that users can easily access these items when completing the observation.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Project level Observations tool.
    • To view the title of the related item, you will need 'Read-only' and above permissions on the Observations 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 Observations tool.
  2. Click on the observations you would like to add a related item to.
  3. Click on the Related Items subtab.
  4. Click Edit.
  5. Choose which type of item you would like to add.
  6. Select which of the items in Procore related to the "type" that you would like to add.


     
  7. The date field will be automatically filled with the date the item was put into Procore. If there is no date associated with the item, the date field will be blank.
  8. Add any notes to clarify why the item is related with the observation.
  9. Click Add
  10. Repeat as necessary. 
  11. Click Save when you are done adding related items to save the page.

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Last modified
09:58, 12 Aug 2016

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