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|