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Add Related Items to a Scheduled Task

Objective

To add related documents, drawings RFIs, cost codes etc. to your project's scheduled tasks so that users can easily access these items when viewing the schedule.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Project level Schedule tool.
    • To view the title of the related item, you will need 'Read-only' and above permissions on the Schedule tool. If you have permissions to view the item in Procore, you will see a link in the description. Click this link to open the item in another browser tab.
  • Related Items for a schedule task will persist when a schedule is updated and imported through Procore. Related Items for a schedule task will be removed from a schedule when the task is deleted and the schedule is updated and imported through Procore.

Steps

  1. Navigate to the project's Schedule tool.
  2. Search and Filter for the Scheduled Task to which you would like to add a related item.
  3. Click on the link to view the scheduled task.
  4. Click on the Related Items subtab.
  5. Click Edit.
  6. Choose which type of item you would like to add.
  7. Select which of the items in Procore related to the "type" that you would like to add.


     
  8. The date field will be automatically filled with the date the item was put into Procore. If there is no date associated with the item, the date field will be blank.
  9. Add any notes to clarify why the item is related with the scheduled task.
  10. Click Add
  11. Repeat as necessary. 
  12. Click Save when you are done adding related items to save the page.

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Last modified
10:05, 12 Aug 2016

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