To associate related items to a submittal package using the Project level Submittals tool.
When approvers and interested parties review a submittal package, it may be helpful for them to have all the information they need (e.g., bids, change orders, documents, drawings, punch items, RFIs, and more) to make informed decisions and take informed action.
In Procore, a related item is link between two Procore objects. It is an option that's available in many Procore tools (i.e., Commitments, Documents, RFIs Submittals, and Transmittals). For example, if you are creating a submittal, you might want add a Procore drawing of the installation location or a photo of the item to be installed as a related item on the submittal. If you are adding a new punch item, you might want link a Potential Change Order (PCO) or a Commitment Change Order (CCO) as a related item, so the subcontractor can view the costs associated with the punch item.
In the Submittals tool, you can also add related items to your submittal packages (see Create a Submittal Package). This helps you keep the information associated with your submittal package organized. It also provides responsible contractors and reviewers access to the information they may need in reference to the package.