What are "related items" in Procore?

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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 deficiency 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 deficiency item.

When a user with 'Admin' level permission makes a Procore tool available on a project (see Add and Remove Tools on a Project), the objects created those Procore tools become available as 'Type' and 'Description' selections in the 'Related Items' tab. The related items tab is available in a number of Procore tools.

Supported Procore Tools

The Procore tools that give users the ability to add related items include:

Procore Tool	To add a related item, see…
Change Event	Add a Related Item to a Change Event
Commitments	Add a Related Item to a Commitment
Commitment Change Order	Add a Related Item to a Commitment Change Order
Daily Log	Add a Related Item to a Daily Log Entry
Documents	Add a Related Item to a File
Drawings	Add a Related Item to a Drawing
Inspections	Add a Related Item to an Inspection
Instructions	Add a Related Item to an Instruction
Meetings	Add a Related Item to a Meeting
Observations	Add a Related Item to an Observation
Prime Contract Change Order	Add a Related Item to a Prime Contract Change Order
RFIs	Add a Related Item to an RFI
Specifications	Add a Related Item to a Specification
Submittals	Add a Related Item to a Submittal Add a Related Item to a Submittal Package
Transmittals	Add a Related Item to a Transmittal