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Procore

Add a Related Item to a Drawing

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Objective

To add a related item to a drawing's 'Related Items' tab in the project's Drawings tool.

Things to Consider​

  • Required User Permissions:
    • 'Admin' permissions on the project's Drawings tool.
      Note: Users with 'Read Only' or higher permissions on the Drawings tool will be able to view the title of the related item.
  • Additional Information:
    • The drawing must be published in order to add a related item. See Publish Drawings.
    • For an item category to appear in the drop-down menu for the 'Type' column, the corresponding tool must be active on the project. See Add and Remove Tools from a Project.
    • For an item to appear in the drop-down menu for the 'Description' column, you must have the appropriate permission to view that item in the corresponding Procore tool. 
    • If you want to link items to a markup on the drawing itself, see Link Items on a Drawing.

Steps

  1. Navigate to the project's Drawings tool.
    Note: If your project uses Drawing Areas, select the drawing area you want to open.
  2. Click Info icon-info-wfp.png icon next to the drawing to view the drawing info.
  3. Click the Related Items tab. 
  4. Click Edit.
  5. Complete the following:
    • Type. Select the type of item from the list. 
    • Description. Select the item you want to add as a related item.
    • Date. The system automatically fills the date with the date the item was added to Procore. If there is no date associated with the item, the date field will remain blank.
    • Notes. Add notes to clarify how the item is related to the drawing.
  6. Click Add. 

    drawings-add-related.png
  7. Optional: Add additional related items as needed. 
  8. Click Save.
    The related item will be shown with a direct link to the item.