Tutorials
Tutorials
The links below detail tasks performed in the Project Directory. Different tasks can also be performed in the Company Directory.
Alphabetical
- Add a Company to the Project Directory
- Add a Distribution Group to the Project Directory
- Add Project Insurance to a Company Record in the Project Directory
- Add a User Account to the Project Directory
- Assign a Project Permissions Template to a User in the Project Directory
- Bulk Add Users and Companies to a Project Directory
- Change a User's Permissions in the Project Directory
- Configure the Project Team on the Project Home Page
- Configure Advanced Settings: Project Directory
- Create a Project Specific Permissions Template from the Project Directory
- Customize the Column Display in the Directory Tool
- Deactivate a Company in the Project Directory
- Delete a Distribution Group from the Project Directory
- Download a vCard for a User Account in the Project Directory
- Edit a Company in the Project Directory
- Edit a Contact in the Project Directory
- Edit a Distribution Group in the Project Directory
- Edit a User Account in the Project Directory
- (Depricated) Enable Schedule Notifications for a User on a Project
- Enable Weather Delay Alerts for a User's Phone or Email
- Export the Project Directory to CSV or PDF
- Invite a Batch of Users to Join a Procore Project
- Invite or Reinvite a User to Join a Procore Project
- Perform Bulk Actions on the Project Directory
- Reactivate a Batch of Companies in a Project Directory
- Reactivate a Batch of User Accounts in a Project Directory
- Reactivate a Company in the Project Directory
- Reactivate a Single User Account in the Project Directory
- Remove a Batch of Companies from a Project Directory
- Remove a Batch of User Accounts from a Project Directory
- Remove a Company Record from a Project Directory
- Remove a Single User Account from a Project
- Remove Project Insurance from a Company in the Project Directory
- Search and Filter the Project Directory
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Set Tenderer Information for a Company in the Project Directory
- Set up a Project Directory
- Switch Between Views in the Project Directory
- View the Project Directory