Add a Company to the Project Level Directory (Android)
Objective
To add a company to the Project Level Directory using the Procore app on an Android mobile device.
Things to Consider
- Required User Permissions
- When you create a new company in a Project Directory, the company is also automatically added to the Company Directory.
- You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
Steps
Import a Company from Your Mobile Device
- Open the Procore app on an iOS mobile device and select a project.
- Tap the quick create
icon and select Company.
OR
Tap the Directory tool and tap the createicon. Then select Add Company.
- Tap Import from Contacts.
- Tap the desired existing company.
Note: This is a contact stored locally to your device outside of Procore. - Tap into a field to add or edit the relevant information.
- Tap Save to add the company to the project's Directory.
Manually Add a New Company
- Open the Procore app on an iOS mobile device and select a project.
- Tap the quick create
icon and select Company.
OR
Tap the Directory tool and tap the createicon. Then select Add Company.
- Tap into a field to add the relevant information.
- Tap Save to save the company to the project's Directory.