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Bulk Add People and Companies to a Project from the Company Directory

Objective

To add people and companies to a project's Directory tool in bulk. 

Background

If you want to add people and companies with records in the Company Directory to the project's Directory, you can use the Bulk Add feature as described below. 

Things to Consider

  • Required User Permission:
  • Additional Information:
    • You can only use the "bulk add" feature to add users and companies to a project that currently exist in the Company level directory.
    • The bulk add feature is especially useful for setting up new projects in Procore, to quickly add existing users and companies.

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page.

  2. In the right pane, click Bulk Add from Co. Directory.



    This opens the 'Bulk Add from Company Directory' page.


     

  3. Choose from the following options:

    • Bulk Add All People and Companies from the Company Directory
      To bulk add all the people and companies in the Company Directory to the project, click Select All. This adds all of the records from the Company Directory to a table on the page (Note: To remove all of the selections in the table, click Clear All). 


       

    • Bulk Add a Person
      To add a person, start typing the person's name in the Search box. Then select the matching person's name from the drop-down list to add the person to a table on the page.


       

    • Bulk Add a Company
      To add a company, start typing the company name. Then select the matching company name from the drop-down list. 


       

    • Bulk Add a Company and its Employees
      To add a company and its employees, start typing the company name. Then select the matching company name from the drop-down list. If the company has employees, their names appear below the company name. A dialog box also appears so you can click OK to confirm that you want to add all of the company's employees. 


       

  4. If you added users to the table on the Bulk Add from Company Directory page, you will also need to complete these steps:

    • Apply a Permission Template
      For each user, select the appropriate permission template from the Permission Template list. See Manage Permissions Templates.
      AND

    • (Optional) Notify the Person
      If you want the system to send an email notification to the person to let them know they were added to the project, mark the Notify checkbox.

    • Remove the Person (or Company)
      If you want to remove a person (or company) from the list, click the RED 'x'. 

  5. Scroll to the bottom of the page. Then click Add to Project.
    A banner appears to confirm that the system is adding the changes to the Project Directory. 

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Last modified
08:38, 19 Apr 2017

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