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Procore

Add a Related Item to a Commitment Change Order

Objective

To add a related item to a Commitment Change Order (CCO) in the Change Orders tool.

Background

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 change order, you might want to add a Procore drawing of the installation location or a photo of the change as a related item. 

Things to Consider

  • Required User Permissions:
    • To add a related item to a change event, 'Admin' level permissions on the project's Change Orders 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.

Steps

  1. Navigate to the project's Change Orders tool.
  2. Click View next to the change order that you want to add the related item to.
  3. Click Related Items.
  4. Click Edit.
  5. Complete the following fields:
    Commitment Change Order - Add Related Items.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 a 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.
  6. Click Add.
  7. Click Save.

 

If you would like to learn more about Procore’s change order software and how it can help your business, please visit our construction change order product page here.