Add a Related Item to a Purchase Order or Subcontract
Objective
To add a related item to a purchase order or subcontract.
Background
You can add related items to a commitment in the Related Items tab of a commitment. To learn more about related items, see What are 'related items' in Procore?
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments 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 Project Tools.
- 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
Steps
- Navigate to the project's Commitments tool.
Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.- Click Related Items.
- Click Edit.
- Complete the following fields:
- Type. Select the type of item you would like to relate to the commitment.
Notes
- You can only add items that exist in your Procore project.
- You can choose from a list of Procore items such as tender, change events, change order requests and more.
- For a complete list of tools supporting related items, see What are 'related items' in Procore?
- Description. After you choose a 'Type,' the drop-down list under 'Description' automatically populates with items matching the selected type or you will see an empty field where you can enter your own description.
- Date. Automatically populates with the date the item was created in Procore.
- Notes. Add any notes related to this item.
- Type. Select the type of item you would like to relate to the commitment.
- Click Add.
- Click Save.