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Procore Support (en-au)

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 program.

Things to Consider

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

Steps

  1. Navigate to the project's Program tool.
  2. Navigate to the program 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 scheduled task.
  10. Click Add
  11. Repeat as necessary. 
  12. Click Save when you are done adding related items to save the page.

 

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