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Procore

Remove Project Insurance from a Company in the Project Directory

Objective

To remove insurance information for a company on a project. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Directory tool.
  • Prerequisite:

Demo

remove-project-insurance.gif

Steps

  1. Navigate to the project's Directory tool.
  2. Click Companies.
  3. Click Edit nexttoyouwanttoremove project insurance for
  4. Click Insurance.
  5. Click the RED 'X' on the row with the insurance record you want to remove.
    This removes the information from the company record.

See Also

 

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