Skip to main content
Procore

Add a Company to the Project Level Directory (Android)

Also available on    

Objective

To add a company to the Project Level Directory on an Android mobile device.

Things to Consider

  • Required User Permission:
    • Admin' level permission on the project's Directory tool.
      OR
    • If users have 'Read Only' and 'Standard' level permissions on the project's Directory tool and have been granted the 'Create and Edit Users (assignable permission templates only)' granular permission, they can add new companies to the project directory.
  • This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

  • Additional Information:
    • When you create a new company in a Project Directory, the contact is also automatically added to the Company Directory. 

Steps

  1. Navigate to the Directory tool on an Android mobile device.
  2. Tap +.

    2018-06-01_13-06-39.png
     
  3. Tap Company.

Import an Existing Company to the Project's Directory  

  1. Tap +Import from Contacts.
  2. Tap the desired existing company.
    Note: This is a contact stored locally to your device outside of Procore.
  3. Tap into a field to add or edit the relevant information.
    Note: 'Company Name' is a required field. 
  4. Tap Save to add the company to the project directory 

Add a New Company to the Project's Directory  

  1. Tap into a field to add the relevant information:
    Note: 'Company Name' is a required field. 
  2. Tap Save to save the company to the project's directory.

See Also