Add a Related Item to a Meeting
Objective
To add a related item to a meeting.
Background
With the Meetings tool, you can add related items to a meeting using the Related Items tab. To learn more about related items, see What are 'related items' in Procore?
Things to Consider
- Required User Permissions:
- To add or delete a related item, 'Admin' level permissions on the project's Meetings tool.
- To view the title of the related item, 'Read Only' level permissions or higher on the project's Meetings 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.
Steps
- Navigate to the project's Meetings tool.
- Locate the desired meeting in the list. Then click Edit.
- Click the Related Items tab.
- Click Edit.
This reveals the 'Adding Related Items To:'area. - Complete the following fields:
- Type. Select the type of item you would like to relate to the meeting. (Note: You can only add items that are already in Procore. You can choose from a long list of items created in different project tools, such as Tender, Change Event, Change Order Request, and so on).
- Description. Once you choose a type, the drop-down menu under 'Description' will populate with the items in your project's Procore account that match the type or you will see an empty field where you can enter your own description.
- Date. The date will automatically populate with the date that the item was created in Procore.
- Notes. Add any notes related to this item.
- Click Add.
The system adds the new related item to the list in the Related Items tab. - Repeat the steps above to add other related items to the meeting.
- Click Save.
The system places the 'Related Items' table into view mode. The related item(s) will appear as a list in the Related Items tab.