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Reactivate a Batch of Companies in a Project Directory

Objective

To use the Bulk Actions > Reactivate menu in the Inactive Companies view of the Project Directory.

Background

The Bulk Actions > Reactivate menu command in the Inactive Companies view of the Project Directory gives users the ability to reactivate a batch of inactive company records in Procore. It is important to note the following:

  • This command reactivates a company record in both the Company and Project Directory.
  • This command also reactivates the company on every project to which it had previously been added.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.

Steps

  1. Navigate to the Project level Directory tool.
  2. Click the Inactive Companies tab.
  3. Place a checkmark next to each company that you want to reactivate. Then choose Bulk Actions > Reactivate.
  4. In the Reactivate Companies window, click Reactivate to acknowledge the confirmation message.
    A GREEN banner appears to confirm that the selected company (or companies) have been reactivated. 

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page icon-external-link.png.