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Procore

Edit a Company in the Project Directory

Objective

To edit a company record in the Project level Directory tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the Project Directory. 
  • If your company has enabled the ERP Integrations tool:
  • Supported Tabs:
    An Edit button is available in these tabs:
    • Companies
    • Inactive Companies
  • Additional Information:

Demo

edit-company-record.gif

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page. 
  2. Click the Companies or Inactive Companies tab.
    This reveals a list of companies.
  3. Locate the desired company. Then click Edit
    This opens the company record in edit mode. 
  4. Modify the profile information as needed. To learn about the company fields, see Add a Company in the Project Level Directory.
    Note: If you want to remove a a company or person from the Project Directory, see Remove a Company from the Project Directory or Remove a User from a Project
  5. Click Save.

See Also

 

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