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Switch Between Views in the Project Directory

Objective

To switch between views in the Project Directory.

Background

In the right sidebar of the Project Directory, you have the ability to switch between different views. Each view lets you view your directory data from a different perspective. 

Things to Consider

  • Required User Permissions:
    • To view the 'People and Companies' and 'People Grouped by Company' link, 'Read Only' level permission or higher on the Project Directory. 
    • To view the 'Inactive People and Companies' link, 'Admin' level permission on the Project Directory. 

Steps

  1. Navigate to the project's Directory tool. 
    This reveals the Project Directory page. 
  2. Under Views in the right sidebar, click one of the following links:



    The illustrations below show you an example of each view:
    • People and Companies
      This is the default view when you first navigate to the Project Directory.
      Notes:
      • This view is available to people with 'Read Only' level permission or higher on the Project Directory.
      • If you have 'Admin level permission or if you are a user with 'Standard' level permission who has been granted the appropriate granular permissions to edit people or companies (see Grant Granular Permissions in a Permission Template), the Edit button is available. 


         
    • People Grouped by Company
      This view groups people in the Project Directory by their company affiliation.
      Notes:
      • This view is available to people with 'Read Only' level permission or higher on the Project Directory.
      • If you have 'Admin level permission or if you are a user with 'Standard' level permission who has been granted the appropriate granular permissions to edit people or companies (see Grant Granular Permissions in a Permission Template), the Edit button is available. 


         
    • Inactive People and Companies
      This lists the people and companies that are no longer active on a project. See Deactivate a User in Procore's Company Level Directory Tool and Deactivate a Company in the Project Directory.
      Notes:
      • This view is only available to users with 'Admin' level permission to the Project Directory.

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Last modified
13:34, 7 Jul 2017

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