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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, such as Commitments, Documents, RFIs, Submittals, and Transmittals. For example, if you are creating a submittal, you might 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 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 tool is added to a Procore project, the items created for that tool become available as selections in the 'Related Items' tabs or sections on supported tools.

Supported Procore Tools

The Procore tools with 'Related Items' tabs or sections include: 

Procore Tool To add a related item, see…
Change Event Add a Related Item to a Change Event
Client Contracts 1
(Change Orders)
Add a Related Item to a Client Contract Change Order
Commitments Add a Related Item to a Purchase Order or Subcontract
Commitment Change Order Add a Related Item to a Commitment Change Order
Correspondence Add a Related Item to a Correspondence Item
Daily Log Add a Related Item to a Daily Log Entry
Documents Add a Related Item to a File
Drawings Add a Related Item to a Drawing
Funding 2
(Change Orders)
Add a Related Item to a Funding Change Order
Incidents Add a Related Item to an Incident
Inspections Add a Related Item to an Inspection
Instructions Add a Related Item to an Instruction
Meetings Add a Related Item to a Meeting
Observations Add a Related Item to an Observation
Prime Contracts (Change Orders) Add a Related Item to a Prime Contract Change Order
RFIs Add a Related Item to an RFI
Schedule Add Related Items to a Scheduled Task
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

1 The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?