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Procore

Project Directory

Store all contact data for project team members and vendors. Invite project collaborators and control which tools they can access as well as their tool-specific permissions.

 
 
 
 
 
 
 
 
 
 
  • Add and edit user information at the Project level
  • Invite and re-invite people to join Procore as end users
  • Grant access permissions to Procore tools and configure tool settings
  • Import companies and people

The links below detail tasks performed in the Project Directory. Different tasks can also be performed in the Company Directory

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 Tip

To browse and search all Procore training videos, visit our video library.

Directory and Permission Levels
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 
Directory and Permission Levels
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Directory and Permission Levels

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Directory

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Directory tool?

 Important
A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.
Action None Read Only Standard Admin Notes

Add a Company to the Project Directory

 Web     iOS     Android

 

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  • Create and Edit Companies

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  • Create and Edit Companies
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.

Add a Distribution Group to the Project Directory

 Web

 

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  • Create and Edit Distribution Groups

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  • Create and Edit Distribution Groups
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Add a Contact to your Device

 iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline.

Add a Phone Calls Entry from the Directory 

 iOS     Android

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Add a User Account to the Project Directory

 Web     iOS     Android

 

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  • Create and Edit Users

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  • Create and Edit Users
icon-mindtouch-table-check.png On a mobile device, this action can be performed offline. Tasks performed offline  sync with Procore when a network connection is reestablished.

Add Project Insurance to a Company Record in the Project Directory

 Web

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Assign a Project Permissions Template to a User in the Project Directory

 Web

 

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  • Manage Permissions Templates (Assignable Only)

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  • Manage Permissions Templates (Assignable Only)
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Users with granular permissions have the following limitations:

  • Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission.
  • Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.

Bulk Add Users and Companies to a Project Directory

 Web

 

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  • Add from Company Directory (Assignable Permission Templates Only)

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  • Add from Company Directory (Assignable Permission Templates Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Change a User's Permissions in the Project Directory

 Web

 

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  • Manage Permission Templates (Assignable Only)

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  • Manage Permission Templates (Assignable Only)
icon-mindtouch-table-check.png Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.

Configure the Project Team on the Project Home Page

 Web

 

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  • Assign Project Roles

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  • Assign Project Roles
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Configure Advanced Settings for the Project Directory: Edit Permissions

 Web

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Configure Advanced Settings for the Project Directory: Edit Project Roles

 Web

 

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  • Assign Project Roles

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  • Assign Project Roles
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Create a Project Specific Permissions Template from the Project Directory

 Web

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Customize the Column Display in the Directory Tool

 Web

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Delete a Distribution Group from the Project Directory

 Web

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Download vCard for a User Account in the Project Directory

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Edit a Company in the Project Directory

 Web     Android

 

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  • Create and Edit Companies

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  • Create and Edit Companies
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Edit a Distribution Group

 Web

 

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  • Create and Edit Distribution Groups

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  • Create and Edit Distribution Groups
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Edit an Active Account in the Project Directory

 Web     iOS     Android

 

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  • Create and Edit Users

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  • Create and Edit Users
icon-mindtouch-table-check.png Only users with 'Admin' level permissions can edit inactive user accounts.

Edit an Inactive Account in the Project Directory

 Web     iOS     Android

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Email Forward Contact Information 

 Android

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Enable Schedule Notifications for a User on a Project

 Web

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Enable Weather Delay Alerts by Phone or Email

 Web

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Export the Project Directory to CSV or PDF

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Forward Contact Information by Email 

 Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Invite or Reinvite a User to Join a Procore Project

 Web

 

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  • Create and Edit Users

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  • Create and Edit Users
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Invite a Batch of Users to Join a Procore Project

 Web

 

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  • Create and Edit Users

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  • Create and Edit Users
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Reactivate a Company in the Project Directory

 Web

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Reactivate a User in the Project Directory

 Web

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Remove a Company from the Project Directory

 Web

 

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  • Remove Company from a Project

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  • Remove Company from a Project
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Remove a User from a Project

 Web

 

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  • Remove User from Project

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  • Remove User from Project
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Remove Project Insurance from a Company Record

 Web

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Remove a Batch of User Accounts from a Project Directory

 Web

 

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  • Remove User from Project

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  • Remove User from Project
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Remove a Batch of Companies from a Project Directory

 Web

 

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  • Remove Company from a Project

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  • Remove Company from a Project
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Request Company and People Imports

 Web

   

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  • Request Company and People Imports
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Save Contact to Phone on a Mobile Device 

 iOS     Android

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Search and Filter the Project Directory

 Web     iOS     Android

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Send a Message or WhatsApp to a Contact

 iOS

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Set Tenderer Information at the Project Level

 Web

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Switch Between Views in the Project Directory

 Web

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View the Project Directory

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Below are the notable changes to the Project level Directory tool.

Recent Changes

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.

SEarch the Company Directory When Adding a Company (27/03/2024)

When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. See Add a Company to the Project Directory.

New 'Additional Insured' Field for Companies (14/02/2024)

When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Project Insurance to a Company Record in the Project Directory.

Configurable Employee Field When Creating New Users (10/18/2023)

When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.

New Fields when Creating a User (02/10/2023)

New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.