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Add Related Items to a Transmittal

Objective

To add related items to a transmittal

Background

In Procore, a transmittal is a record that acts much like a packing slip to record the documents, drawings, goods, materials, samples, supplies that are transferred between entities on a project.

Using the project's Transmittals tool, you can create a record of project information that has been sent to others via fax and shipping channels. When you create a transmittal and email a copy of it to your recipients, all of the information is captured and stored with your Procore project, including the names of the sender, recipient, and any relevant dates. For example, perhaps a user's email system is down and the only way to send an official response is via fax or a phone call. In such cases, you would want to create a transmittal in order to keep track of the correspondence, so a historical record is available for audit purposes in Procore. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Transmittals tool.
  • Prerequisite:
  • Additional Information:
    • The 'Related Items', 'Emails', and 'Change History' tabs in a transmittal become visible and available to user after a transmittal is created. 

Steps

Add Related Items to a Transmittal 

  1. Navigate to the project's Transmittals tool.
    This reveals the Transmittals page. 
  2. Located the desired transmittal in the list. Then click Edit
    This opens the transmittal in edit mode. 
  3. Click the Related Items tab. 
    This reveals the 'Related Items' table. 
  4. Click Edit.
    This reveals the 'Adding Related Items to <Transmittal Name>' page. 
  5. Complete the data entry as follows:

    trans-relateditems2015-06-03_10-26-09.png
    • Type. Select the item type from the drop-down list. This list contains selections for items stored in Procore tools that have been enabled on the project.

    • Type. Select the item type from the drop-down list. This list contains selections for items stored in Procore tools that have been enabled on the project.

    • Notes. Add any notes about the selected item. 

  6. Click +Add
    This adds the item as a line item in the table. 
  7. Repeat the steps above for each desired related item. 
  8. Click Save.
    The system saves the related item and the table in the 'Related Items' tab returns to view mode. 
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Last modified
09:20, 9 Mar 2017

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