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Procore

Add a Related Item to a Transmittal

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Objective

To add related items to a transmittal. 

Background

Using the project's Transmittals tool, you can create a record of project information that has been sent to others via fax and shipping channels. When you create a transmittal and email a copy of it to your recipients, all of the information is captured and stored with your Procore project, including the names of the sender, recipient, and any relevant dates. For example, perhaps a user's email system is down and the only way to send an official response is via fax or a phone call. In such cases, you would want to create a transmittal in order to keep track of the correspondence, so a historical record is available for audit purposes in Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Transmittals 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 Tools from a Project.
    • 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. 

Prerequisites

  • Complete the steps in Create a Transmittal.
    Note: The 'Related Items', 'Emails', and 'Change History' tabs in a transmittal become visible and available to user after a transmittal is created. 

Steps

  1. Navigate to the project's Transmittals tool.
  2. Locate the transmittal in the list. Then click Edit. 
  3. Click Related Items. 
  4. Click Edit.
    add-related-item-to-transmittal.png
  5. Complete the data entry as follows:
     

    • Type: Select the item type from the drop-down list. This list contains selections for items stored in Procore tools that have been enabled on the project.

    • Description: Based on the 'Type' selected, choose the appropriate item from the drop-down list. 

    • Notes: Add any notes about the selected item. 

  6. Click +Add. 
  7. Repeat the steps above for each desired related item. 
  8. Click Save.
    Procore saves the related item and the table in the 'Related Items' tab returns to view mode.