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Procore

Remove a Company Record from a Project Directory

Objective

To remove a vendor/company record from a project. 

Background

If you have a vendor/company record that is not being used on a project, you can remove that record from a project using the steps below. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project Directory tool.
  • Additional Information:
    • Removing a vendor/company from a project removes the record and any associated people from the Project Directory. Note: It does NOT change the company record's state to Inactive. See Deactivate a Company in the Project Directory.

Demo

remove-company-from-project.gif

Steps

  1. Navigate to the Project level Directory tool. 
    This reveals the Project Directory page.
  2. Click Remove from Project.
    A message appears only if the company record has any employees listed in the People tab.
  3. Choose from these options:
    • If the company does NOT have any people in the Project Directory, a message appears to ask you to confirm the removal. Click OK. The system removes the company record from the Project Directory. 
      OR
    • If the company has people in the Project Directory that you'd like to remain on the project, click Cancel. Next, remove the desired individuals from the company record. When finished, repeat the steps above.
      OR
    • If the company has people in the Project Directory and you would like to remove them, click Remove from Project. The system removes the company record and the people listed. 

See Also