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Procore (en-GB)

Add Related Items to a Programmed Task

Objective

To add related items, such as documents, drawings and RFIs, to your project's programmed tasks so that users can easily access these items when viewing the programme.

Things to Consider

  • Required User Permissions:
    • To add related items, 'Admin' permissions on the project's Programme tool.
    • To view related items, 'Read Only' or higher permissions on the Programme tool.
      AND
      Permissions to view the item in Procore.
  • Additional Information:
    • Related Items for a programme task will persist when a programme is updated and imported through Procore. Related Items for a programme task will be removed from a programme when the task is deleted and the programme is updated and imported through Procore.
      Note: Related programme items will also be removed when a completely separate programme file is uploaded.

Steps

  1. Navigate to the project's Programme tool.
  2. Navigate to the programme task to which you want to add a related item.
  3. Click on the link to view the  task.
  4. Click on the Related Items subtab.
  5. Click Edit.
  6. Choose which type of item you would like to add.
  7. Select which of the items in Procore related to the "type" that you would like to add.


     
  8. The date field will be automatically filled with the date the item was put into Procore. If there is no date associated with the item, the date field will be blank.
  9. Add any notes to clarify why the item is related to the programme task.
  10. Click Add
  11. Repeat as necessary. 
  12. Click Save when you are done adding related items to save the page.