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Procore

Add a Related Item to a Submittal Package

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Objective

To associate related items to a submittal package in the Project level Submittals tool.

Background

When approvers review a submittal package, you might want to provide them with helpful information like change orders, documents, or drawings to help them make informed decisions.  

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. 

In the Submittals tool, you can add related items to your submittal packages. This helps you keep the information associated with your submittal package organized. 

Things to Consider

  • Required User Permission:
    • To add or delete related items, 'Admin' level permission on the project's Submittals 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

  1. Navigate the project's Submittals tool.
  2. Click Packages.
  3. Locate the desired submittal package and click View.
  4. Click the Related Items tab. 
  5. Click Link Related Item.
  6. Select the type of item you want to add fro the list. For example, if you want to add a tender sheet, select Tender. The selections available in this list will depend upon which Procore tools are active on the project. 
  7. Select the item you want to add from the list.
  8. Enter any notes you might like to add in the Notes field.
  9. Click Link.