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
• If your company has enabled the ERP Integrations tool:
  • If your project is configured to work with an integrated ERP system, you'll need to send the updated record to the ERP Integrations tool so it can be accepted to export to your integrated system. See Send a Procore Company to ERP Integrations for Accounting Acceptance. 

Steps

1. Navigate to the Project level Directory tool.
2. Click the Companies or Inactive Companies tab.
3. Next to the company, click Edit.
4. Edit the company's information. To learn about the company fields, see Add a Company in the Project Level Directory.
5. Click Save.

See Also

• Add a Company to the Project Level Directory
• Remove a Company from the Project Directory