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Add a Company to the Project Directory

  1. Last updated
    Mar 25, 2025
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Objective

To add a company to the Project level Directory tool. 

Background

You can add individual companies to your Project level Directory. Any companies added to your project's Directory will also be added to your Company level Directory.

 Tip

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. To avoid creating duplicate company entries in the Company Directory, it is recommended that when you enter the Company Name, you wait for the auto-fill feature to display a list of matching entries from the Company Directory. Then select the appropriate match (if one exists).
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • If your company has enabled the ERP Integrations tool and you have synced data with your integrated ERP system, a green ERP banner appears next to the vendor/company names that are synced with your system.
    • After adding the company to the Project Directory, the system also adds that company to the Company level Directory tool. You will need to send the record in the Company level Directory to the ERP Integrations tool for acceptance for export to your integrated ERP system by an accounting approver. See Send a Procore Company to ERP Integrations for Accounting Acceptance.

Steps

  1. Navigate to the Project level Directory tool.
  2. In the right sidebar, click Add Company.
  3.  Limited Release

    This workflow is currently only available in English in the United States and Canada. Learn more.

    Enter the 'Company Name' and click Search to first search for the company in your Company level Directory. You can search by Company Name. From the search results, take one of the following actions:

    • Click Add to Project next to the company you want to add to your directory.
    • Click Search Procore Construction Network to add existing companies listed on the Procore Construction Network. After you find the company, click Add to Project.
      Note: The company is added as a connected company and the company's name, address, website, and phone number are added to your directory. You can update the company's information in your directory.
    • Click Create New Company to create a new company in your Directory.
  4. In the 'Add a company to [Project Name]' window, complete the data entry as follows:

    • Name. Enter the full legal business name for the company (i.e., subcontractor, vendor, or supplier). This is a required field.
      Notes:

      • If you plan to export vendor records to an integrated ERP system, the 'Company Name' field has specific maximum character length limits that have been specified by each system's vendor (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.). For details, see What is the maximum character length for a 'Company Name' in the Directory tool?
      • Because your organization might work with a wide variety of vendors in diverse locations, the Company Directory does not require a unique 'Company Name' value. This is because two (2) vendors might share the same name, but be independently owned and operated in different locations (e.g., a subcontractor named 'AAA Plumbing' in California may be a separate business entity from the 'AAA Plumbing' in Arizona).
      • If you are responsible for adding companies to a Procore project, its important to be aware that when you add company records to a project, it can result in the appearance of 'duplicate' records for a single business entity in the Company Directory. For information, see What happens if I have duplicate records in the Company Directory?.

    • Business Phone. Enter the primary telephone number in the NANP format (e.g., 805-555-0100). How you enter the phone number here determines how it will appear in Procore.

    • Business Fax. Enter the user's primary facsimile number using the NANP number format (e.g., 805-555-0100). How you enter the fax number here determines how it will appear in Procore.

    • Address. Enter the business address (e.g., address and street name) for the company (e.g., 123 Main Street, 333 South 14th Avenue, and so on). 

    • City. Enter the full city name (e.g., Los Angeles, Santa Barbara, and so on) for the vendor/company address (Note: Always spell out the full city name and do NOT enter abbreviations). 

    • Country. Select the country name associated with the vendor/company address from the drop-down list. 

    • State. Select the state associated with the vendor/company address from the drop-down list. 

    • ZIP. Enter the five (5) digit ZIP code associated with the vendor/company address (Note: If your company prefers to use the complete 9-digit ZIP Code format, you can also enter the ZIP+4 code if desired). 

  5. Click Create.
  6. Continue with Update the Company's Contact Information.