Link Related Items to Assets
Things to Consider
All link actions are recorded in the asset’s Change History for audit purposes.
Beta - Action Plans are linked by creating an Assets Action Plan in the Action Plans tool.
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All link actions are recorded in the asset’s Change History for audit purposes.
Beta - Action Plans are linked by creating an Assets Action Plan in the Action Plans tool.
Navigate the company or project level Assets tool.
Click the asset's ID.
Click the the Related Items tab.
Click Link Items.
Select the Procore tool.
Assets
Incidents
Inspections
Inspection Items
If linking Inspection Items, click Next next to the Inspection.
Observations
Punch List
RFIs
Schedule Activities
Submittals
Mark the checkboxes for the items you want to link.
Click Next.
Optional: Add a note.
Click Link.