Project Directory - Release Notes
Below are the notable changes to the Project level Directory tool.
Recent Changes
Save Companies from the Procore Construction Network to your Directory (04/08/2024)
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 (03/27/2024)
When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. You can search by DBA, Abbreviated Name, ABN/EIN, Zip Code, Email Address, or Phone Number. See Add a Company to the Project Directory.
New 'Additional Insured' Field for Companies (02/14/2024)
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 (10/02/2023)
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.