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Procore

Edit a Company in the Project Directory

Objective

To edit a company record in the Project level Directory tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project Directory.
      OR
    • 'Standard' or 'Read Only' permissions on the Project Directory with the 'Create and Edit Companies' granular permission enabled on your permission template. 
  • If your company has enabled the ERP Integrations tool:
  • Additional Information:
    • Any edits you make will be reflected in the Change History tab.

Demo

edit-company-record.gif

Steps

  1. Navigate to the project's Directory tool.
  2. Click the Companies or Inactive Companies tab.
  3. Locate the desired company. Then click Edit.
  4. Modify the profile information as needed. To learn about the company fields, see Add a Company in the Project Level Directory.
    Note: If you want to remove a a company or user from the Project Directory, see Remove a Company from the Project Directory or Remove a User from a Project
  5. Click Save.

See Also