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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 Permissions:
  • 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.
  2. Click Companies.
  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. 

 

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 .