View Company Details in the Company Level Directory Tool

Objective

To view details for a company in the Company level Directory tool.

Things to Consider

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

Prerequisites

Add a Company to the Company Directory

Steps

1. Navigate to the Company level Directory tool.
2. Click the Companies tab.
3. Click View next to the company you want to view.
4. Click the General tab to view the following information about the company as entered in Procore:
   • The first section in this tab includes the following information:
     • Logo
     • Name
     • Country
     • Trade
   • The About section in this tab includes the following information:
     • Doing Business As
     • Abbreviated Name
     • Website
     • Email Address
     • Phone Number
     • Fax Number
     • Tags/Keywords
   • The Contacts section in this tab includes the following information:
     • Primary Contact
     • Contract Signer
     • Invoice Contacts
     • Default Tender Invitees
   • The Classifications section in this tab includes the following information:
     • Labour Type
     • Labour Union Name
     • Cost Codes
     • Business Classifications
   • The Documents section in this tab includes any attachments added to the company's record.
   • The Comments section in this tab includes any comments added to the company's record.
5. Click the People tab to view a list of users who have been added to this company.
   • This tab includes the following information about each user:
     • Name
     • Job Title
     • Location
     • Email Address
     • Phone Number
6. Click the Projects & Tender tab to view lists of projects and tender the company has been added to.
   Note: The Projects list only includes projects that both you and the company have been added to.
   • The Projects list includes the following information about each project:
     • Name
     • Start Date
     • Completion Date
     • Location
     • Type
     • Stage
   • The Most Recent Open Tender list includes the following information about each tender:
     • Project Name
     • Tender Package Title
     • Intent to Tender
     • Submission Status
7. Click the Compliance tab to view the insurance, licence and business information for the company.
   • The Insurance section in this tab includes the following information for each insurance record:
     • Type
     • Status
     • Exempt
     • Information Received
     • Policy Number
     • Limit Amount
     • Effective Date
     • Expiration Date
     • Send Expiration Notification?
     • Attachments
     • Notes
   • The Licence Information section includes the following information:
     • Licence Numbers
   • The Business Information section in this tab includes the following information:
     • Business Type
     • Entity Number
8. Click the Change History tab to view a list of changes made to the company's record.
   Note: This tab is only visible to users with 'Admin' level permissions on the Company level Directory tool or users with 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on their company permissions template.

See Also

• Edit a Company in the Company Directory