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Procore

Add a Company to the Project Level Directory (iOS)

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Also available on  icon-android-logo.png  web-gray-icon.jpg

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
  • When you add a new company to the Project Directory, that company is also added to the Company level Directory tool.
  • You can configure what items are created with the quick create icon-plus-quick-create-mobile2.png icon, see Configure Quick Create Settings.

  • This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished. 

Steps

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Company.
    OR
    Tap the Directory tool and tap the create icon-plus-quick-create-mobile2.png icon. Then select Add Company.
  3. Continue creating the company in one of the following ways:

Import a Company from your Mobile Device

  1. Tap Import from Contacts.
  2. Tap the desired existing company or contact.
    Note: This is a contact stored locally to your device.
  3. Tap into a field to add or edit the relevant information.
  4. Tap Create to add the company to the project directory 

Manually Add a New Company 

  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 Create to save the company to the project's directory.