What are "related items" in Procore?
Answer
In Procore, a Related Item is a link between two Procore objects. It is an option that's available in many Procore tools, such as Commitments, Documents, RFIs, Submittals, and Transmittals. For example, if you are creating a submittal, you might add a Procore drawing of the installation location or a photo of the item to be installed as a related item on the submittal. If you are adding a new punch item, you might link a Potential Change Order (PCO) or a Commitment Change Order (CCO) as a related item, so the subcontractor can view the costs associated with the punch item.
When a tool is added to a Procore project, the items created for that tool become available as selections in the 'Related Items' tabs or sections on supported tools.
Supported Procore Tools
The Procore tools with 'Related Items' tabs or sections include:
Procore Tool | To add a related item, see… |
Change Event | |
Client Contracts 1 (Change Orders) | |
Commitments | Legacy Add a Related Item to a Purchase Order or Subcontract (Legacy) |
Commitment Change Order | |
Correspondence | |
Daily Log | |
Documents | |
Drawings | |
Funding 2 (Change Orders) | |
Incidents | |
Inspections | |
Instructions | |
Meetings | |
Observations | |
Prime Contracts (Change Orders) | |
RFIs | |
Schedule | |
Specifications | |
Submittals | Add a Related Item to a Submittal Add a Related Item to a Submittal Package |
Tasks | |
Transmittals |
1 The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
2 The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?