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Add a Related Item to a Client Contract Change Order

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Objective

To add a related item to a Client Contract Change Order in the project's Change Orders tool. 

Background

A related item is a link between two Procore objects. To learn more, see What are "related items" in Procore?

Things to Consider

  • Required User Permissions:
    • To add a related item to a Client Contract Change Order, '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:

    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, client 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.