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Procore

What are "related items" in Procore?

Answer

In Procore, a related item is a 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 to 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
Specifications Add a Related Item to a Specification
Submittals Add a Related Item to a Submittal
Add a Related Item to a Submittal Package
Transmittals Add a Related Item to a Transmittal