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Procore

Add a Company to the Project Level Directory (iOS)

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Also available on  icon-android-logo.png  web-gray-icon.jpg

Objective

To add a company to the Project Level Directory using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.
      OR
    • 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

  • Additional Information:
    • When you add a new company to the Project Directory, that company is also added to the Company level Directory tool.

Steps

  1. Navigate to the Project level Directory tool using the Procore app on an iOS mobile device.
  2. Tap the plus icon-plus-quick-create-mobile2.png icon. 

    directory-ios-add-to-project-directory.png
     
  3. Tap Add Company.

Import an Existing Company to the Project's Directory 

  1. Tap Import from Contacts.
  2. Tap the desired existing company or contact.
    Note: This is a contact stored locally to your device outside of Procore.
  3. Tap into a field to add or edit the relevant information.
    Note: 'Company Name' is a required field. 
  4. Tap Done to add the company to the project directory 

Add a New Company to the Project's Directory 

  1. Tap Create a New Company.
  2. Tap into a field to add the relevant information:
    Note: 'Company Name' is a required field.
  3. Tap Done to save the company to the project's directory.