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Procore

Remove Project Insurance from a Company Record

Objective

To remove insurance information for a company on a project. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Directory tool.
  • Prerequisite:

Demo

remove-project-insurance.gif

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory.
  2. Click the Companies tab.
    This reveals the project's Companies list.
  3. Locate the desired company in the list. Then click Edit.
    This opens the company record in edit mode.
  4. Click the Insurance tab.
    This reveals a list of the company's insurance records. 
  5. Click the RED 'X' button that corresponds to the desired project insurance information. 
    This removes the information from the company record.

See Also

 

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