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View the Project Directory

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Objective

To view the project's contacts in the project's Directory tool.

Things to Consider

  • Required User Permissions:

Steps

View the Project Directory (Read-only and Standard)

  1. Navigate to the project's Directory tool.
  2. View the alphabetical list of people and companies.
  3. Scroll down to the Distribution Groups area to view the name of any distribution groups. (Note: This requires that one or more distribution groups have been added to the Project Directory. Membership for each group is not visible). 
  4. In the Views menu, click the link that corresponds to the desired sort option:
    • People and Companies. This is the default view. 
    • People Grouped by Company. Click this link to group people in the project directory by company name. 
  5. If you want to search for a specific person or company, enter a keyword or phrase in the Search Directory box. Procore refreshes the page to display any matching results (Note: If you want to clear the search results, simply delete the keyword or phrase). 
  6. In the Show Record Type menu, use the checkboxes to filter the list. (Note: By default, all checkboxes are marked):
    • People. Mark the checkbox to show individual users.
    • Companies. Mark the checkbox to show companies.
    • Distribution Groups. Mark the checkbox to show distribution groups.
  7. In the Filter Records By menu, narrow the records in view by selecting from the following options:
    • [Company Name] Cost Code. Filter the list by cost code. (e.g. 02-300 - Earthwork). Only records that are associated with the selected cost code will be displayed. (Note: Select the first entry to reset the filter and show all records.) 
    • Trade. Filter the list by trade. (e.g. Drywall) Only records that are associated with the selected trade will be displayed. (Note: Select the first entry to reset the filter and show all records.) 
  8. Click the PDF or CSV buttons at the top of the screen to export a list of all the people and companies in the Project Directory. The exported file will respect the chosen search and filter parameters. 

View the Project Directory (Admin)

  1. Navigate to the project's Directory tool. 
  2. View the alphabetical list of people and companies.
  3. (Optional) If you want to edit a person or company, click the Edit button next to the desired record. See Edit a Person or Company in the Project Directory.
  4. Scroll down to the Distribution Groups area to view the name of any distribution groups. (Note: This requires that one or more distribution groups have been added to the Project Directory. See Add a New Distribution Group.)
  5. In the Views menu, click the link that corresponds to the desired sort option:
    • People and Companies. This is the default view. 
    • People Grouped by Company: Group people in the project directory by company name.
    • Inactive People and Companies: View inactive people and companies. To learn how to deactivate a company, see Deactivate a Company
  6. If you want to search for a specific person or company, enter a keyword or phrase in the Search Directory box. Procore refreshes the page to display any matching results (Note: If you want to clear the search results, simply delete the keyword or phrase). 
  7. In the Show Record Type menu, use the checkboxes to filter the list. (Note: By default, all checkboxes are marked):
    • People. Mark the checkbox to show individual users.
    • Companies. Mark the checkbox to show companies.
    • Distribution Groups. Mark the checkbox to show distribution groups.
  8. In the Filter Records By menu, narrow the records in view by selecting from the following options:
    • [Company Name] Cost Code. Filter the list by cost code. (e.g. 02-300 - Earthwork). Only records that are associated with the selected cost code will be displayed. (Note: Select the first entry to reset the filter and show all records.) 
    • Trade. Filter the list by trade. (e.g. Drywall) Only records that are associated with the selected trade will be displayed. (Note: Select the first entry to reset the filter and show all records.) 
  9. Click the PDF or CSV buttons at the top of the screen to export a list of all the people and companies in the Project Directory. The exported file will respect the chosen search and filter parameters. 
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Last modified
14:56, 12 Sep 2016

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