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Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Add a Custom Trade

Add a Custom Trade

Objective

To add or delete trade names from the company's Admin tool.

Background

Adding trade names to your company allows you to associate companies in the company or project Directory with specific trades. Once you do this, you can filter your company record when creating and managing a bid in the project's Bidding tool. A company record can have as many trade associations as needed.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Supported Procore Tools:
    Trade names are available as selections in the following Procore tools:

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. In the right pane under Administrative Settings, click Trade Configuration.
    This reveals the Trade Configuration page, which contains the Trades list. 


     
  3. In the Trades list, type a new trade name in box provided. Then click Create.



    The system adds the new trade to the list.
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Last modified
10:37, 24 May 2017

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