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Procore (en-CA)

What are "related items" in Procore?


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.