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Procore (en-GB)

Add a Related Item to a Correspondence Item

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Objective

To add a related item to a correspondence item.

Background

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 snag item, you might link a Potential Variation (PV) or a Commitment Variation (CV) as a related item, so the subcontractor can view the costs associated with the snag item. 

Things to Consider

  • Required User Permissions:
    • To add, edit or delete a related item on any correspondence item that you have access to: 'Admin' level permissions on the correspondence type.
    • To add, edit or delete a related item on a correspondence item that you have created: 'Standard' level permissions or higher on the correspondence type.
    • To view the title of a related item: Access to the correspondence item. See View a Correspondence Item.
  • Additional Information:
    • Related items cannot be added to archived correspondence items.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the List tab.
  3. Click the Number or the Subject for the correspondence item that you want to add one or more related items to.
  4. Click the Related Items tab.
  5. Click Edit.
  6. In the Type drop-down menu, select the type of item that you want to add as a related item.
  7. In the Description drop-down menu, select the specific item that you want to add as a related item.
  8. Optional: Enter any notes that you want to include about the related item in the Notes field.
  9. Click +Add.
  10. Repeat steps 6-9 to add more related items to the correspondence item.
  11. Optional: Click the icon-delete-x.png icon to delete a related item.
  12. Click Save.