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.
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|