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Procore

Add a Related Item to a Commitment

Objective

To add a related item to a purchase order or subcontract in the Commitments 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 submittal, you might want to 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. 

You can add related items to a commitment in the Related Items tab of a commitment.  To learn more about related items, see What are 'related items' in Procore?

Things to Consider

  • Required User Permission:
    • To add a related item to a commitment, 'Admin' on the project's Commitments 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 Commitments tool.
  2. Click Edit next to the commitment that you want to add the related item to.
  3. Click Related Items.
  4. Click Edit.
    related-items-tab.png
  5. Complete the following fields:
    • Type. Select the type of item you would like to relate to the commitment.
       Notes
      • You can only add items that exist in your Procore project.
      • You can choose from a list of Procore items such as bids, change events, change order requests, and more. 
      • For a complete list of tools supporting related items, see What are 'related items' in Procore?
    • Description. After you choose a 'Type,' the drop-down list under 'Description' automatically populates with items matching the selected type or you will see an empty field where you can enter your own description.
    • Date. Automatically populates with the date the item was created in Procore.
    • Notes. Add any notes related to this item.
  6. Click Add.
  7. Click Save.