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Procore

Add a Related Item to a Specification

  1. Last updated
    Feb 5, 2025
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Objective

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

Things to Consider

  • Required User Permissions
  • Only one related item can be added at a time. Repeat the process to add additional items, as necessary.
  • Only items that already exist in Procore can be selected. Attachments cannot be directly added as a related item.
  • Most items in Procore can be attached as a related item. If a specific item type does not appear as a selectable option, this means it cannot be attached as a related item.
  • After a related item is added, a link shows in the Description column. Users can only view and open related items that they have access to. 

Steps

  1. Navigate to the project's Specifications tool.
  2. Click Info next to the specification you want to edit.
  3. Click the Related Items tab.
  4. Click Edit.
  5. Select the Item Type.
  6. Under 'Description', select the item.
  7. The 'Date' field is automatically 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 or higher on the Specifications tool.
  9. Click the + Add button. 
  10. To add additional related items, repeat steps 5-8.
  11. Click Save.
    Note: To view a related item that was created, click View next to the relevant specification and click the Related Items tab.