Add a Related Item to an RFI

Things to Consider

  • Required User Permission

  • 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 to the project's RFIs tool.
    This reveals the RFIs page, which displays all of the Open and Closed RFIs on the project.

  2. In the Items view, locate the desired RFI. Click View to open an RFI.

  3. Click the Related Items tab.

  4. Click Link Related Item.

  5. Select the type of item you are linking to the RFI from the side panel.

  6. Select the specific item you are linking as a related item to the RFI.

  7. Optional: Add any relevant comments about the item in the Notes field.

  8. Click Link.

See Also

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