Skip to main content
Procore

Add a Related Item to a Change Event

  1. Last updated
  2. Save as PDF


Objective

To add a related item to a change event in the Change Events tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Change Events tool.
  • Additional Information:
    • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Project Tools.
    • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool.

Prerequisites

Steps

  1. Navigate to the project's Change Events tool.
  2. Click Edit next to the change event that you want to add the related item to.
  3. Click the Related Items tab.
  4. Click Link Related Item.
    Note: any existing related items are shown. 
    change_events_web_link-related-item_sui.png
    • Type. Select the type of item you would like to relate to the change event. (Note: You can only add items that are already in Procore. You can choose from a long list of items like bids, RFIs, productivity log, prime contract change order, or a task.)
    • Description. Once you choose an item  type, the drop-down menu under 'Description' will populate with the items in your project's Procore account that match the type, or you will see an empty field where you can enter your own description.
    • Date. The date will automatically populate with the date that the item was created in Procore.
    • Notes. Add any notes related to this item.
  5. In the sidepanel, click an item type to filter available items by item type.
  6. Click to select any available item, then add any notes related to this item and click Link.
    A GREEN banner indicates the related item is now added.