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Procore

Add a Related Item to a Purchase Order or Subcontract

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new table in the Contracts tab in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Prime Contracts.

Objective

To add a related item to a purchase order or subcontract

Background

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 Permissions:
    • 'Admin' level permissions 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. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
  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.

 

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