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Support Home > Products > Procore > Procore User Guide > Project Level > Specifications > Tutorials > Add a Related Item to a Specification

Add a Related Item to a Specification

Objective

To add a related item to a specification in order to provide additional context for reference purposes.

Things to Consider

  • Required User Permissions: 'Admin' on the project's Specifications tool.
    • To view the title of the related item, you will need 'Read-only' and above permissions on the Specifications 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 tab of your browser.
  • You can only add one related item at a time. Repeat the process to add multiple items, as necessary.
  • You can only select items that already exist in Procore; you cannot upload attachments directly as a related item.
  • Most items in Procore can be attached as a related item. (e.g. bids, RFIs, productivity log, prime contract change order, task, etc.) If a specific item type does not appear as a selectable option, it cannot be attached as a related item.

Steps

Note: If you would like to simply view a related item, click View next to the relevant specification and click the Related Items subtab.

  1. Navigate to the project's Specifications tool.
  2. Click Info next to the specification you want to edit.
  3. Click the Related Items subtab.
  4. Click Edit.
  5. Select the type of item you would like to add as a related item. Most items are selectable options (e.g. bids, RFIs, productivity log, prime contract change order, task, etc.)
    (Note: You can only add one item at a time. You can only select items that already exist in Procore; you cannot upload attachments directly as a related item.)
  6. Once you choose an item type, a drop-down menu under the "Description" column will populate with selectable items in your project. Choose one of these items.
  7. The "Date" field will automatically be populated with the date that the item was originally created in Procore.
  8. (Optional) Add any notes related to the item. Notes will be visible to other users with 'Read-only' permissions and above on the Specifications tool.
  9. Click the + Add button. 
  10. To add more related items, repeat steps 5-9.
  11. Click Save.
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