Remove a Batch of Companies from a Project Directory
Objective
To use the Bulk Actions > Remove from Project menu in the Companies view of the Project Directory.
Background
You can use the Bulk Actions > Remove from Project menu command in the Companies view of the Project Directory. This allows you to move company records in Procore to the Inactive Companies page.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Project level Directory tool.
OR - 'Standard' or 'Read Only' level permission on the Project level Directory tool with the 'Remove Company from Project' granular permission enabled on your permission template.
- 'Admin' level permission on the Project level Directory tool.
- Additional Information:
- Inactivating a company record will also remove ALL users associated with the company from the project. If you want to keep users associated with a project, you must first remove them from the company you want to delete.
Demo
Steps
- Navigate to the Project level Directory tool.
- Click Companies.
- Choose from these options:
- To remove one company, mark the checkbox next to the desired company name.
OR - To remove multiple companies, place a mark in each desired checkbox.
- To remove one company, mark the checkbox next to the desired company name.
- Choose Bulk Actions > Remove from Project.
- Click OK to acknowledge the confirmation message.
A GREEN banner appears to confirm that the select company records were removed from the project.