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Procore

Set up a Project Directory

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Objective

To set up the Project level Directory tool after creating a new construction project in your company's Procore account.

Background

The Directory is the place where information about users, companies and groups is stored in Procore. Every Procore company account has two (2) types of directories: One at the company level (a.k.a., the Company Directory) and then each construction project that you create in Procore also has its own Project Directory. There are several ways to add individuals and companies to a Project Directory. You can also create one or more distribution groups to keep interested users informed about project activities. For example, Procore users can add a distribution group to a CC field to add group members to email notifications from Procore. It is important to note when users add users and companies to a Project Directory those records are also automatically added to the Company Directory. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the Project level Directory tool.
      OR
    • 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the appropriate granular permissions enabled on your permissions template. See Grant Granular Permissions in a Permission Template.