Skip to main content
Procore

Remove a Batch of Companies from a Project Directory

Objective

To use the Bulk Actions > Remove from Project menu in the Companies view of the Project Directory.

Background

You can use the Bulk Actions > Remove from Project menu command in the Companies view of the Project Directory. This allows you to move company records in Procore to the Inactive Companies page.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Directory tool.
      OR
    • 'Standard' or 'Read Only' level permission on the Proejct level Directory tool AND the 'Remove Company from Project' granular permission. See Grant Granular Permissions in a Permission Template.
  • Additional Information:
    • Inactivating a company record will also remove ALL users associated with the company from the project. If you want to keep users associated with a project, you must first remove them from the company you want to delete. 

Demo

demo-bulk-actions-remove-companies.gif

Steps

  1. Navigate to the Project level Directory tool.
    This reveals the Project Directory page. 
  2. Click Companies
    This reveals your company's list of active company/vendor records on the project. 
  3. Choose from these options:
    • To remove one company, mark the checkbox next to the desired company name.
      OR
    • To remove multiple companies, place a mark in each desired checkbox. 
  4. Choose Bulk Actions > Remove from Project.
  5. Click OK to acknowledge the confirmation message.
    A GREEN banner appears to confirm that the select company records were removed from the project. 

See Also