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What are "related items" in Procore?

Answer

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. 

When a user with 'Admin' level permission makes a Procore tool available on a project (see Add and Remove Tools on a Project), the objects created those Procore tools become available as 'Type' and 'Description' selections in the 'Related Items' tab. The related items tab is available in a number of Procore tools. 

Supported Procore Tools

The Procore tools that give users the ability to add related items include: 

Procore Tool To add a related item, see…
Commitments Add a Related Item to a Commitment
Daily Log Add a Related Item to a Daily Log Entry
Documents Add a Related Item to a File
Inspections Add a Related Item to an Inspection
Meetings Add a Related Item to a Meeting
Observations Add a Related Item to an Observation
RFIs Add a Related Item to an RFI
Submittals Add a Related Item to a Submittal
Add a Related Item to a Submittal Package
Transmittals Add a Related Item to a Transmittal

 

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Last modified
09:38, 7 Apr 2017

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