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Procore

Add a Company to the Project Level Directory (iOS)

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Objective

To add a company to the Project Level Directory using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.
      OR
    • 'Standard' or 'Read Only' level permissions on the Project level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
  • 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 add a new company to the Project Directory, that company is also added to the Company level Directory tool.

Steps

  1. Navigate to the Project level Directory tool using the Procore app on an iOS mobile device.
  2. Tap the plus icon-plus-quick-create-mobile2.png icon. 

    directory-ios-add-to-project-directory.png
     
  3. Tap Add Company.

Import an Existing Company to the Project's Directory 

  1. Tap Import from Contacts.
  2. Tap the desired existing company or contact.
    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 Done to add the company to the project directory 

Add a New Company to the Project's Directory 

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

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page icon-external-link.png.