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Procore

View the Project Directory

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Objective

To view users, contacts, companies, and distribution groups in the Project level Directory tool.

Things to Consider

  • Required User Permissions:
    • To view Users, Contacts, Companies, and Distribution Groups, 'Read Only' level permissions or higher on the project's Directory tool.
    • To view Inactive Users, Inactive Contacts, and Inactive Companies, 'Admin' level permissions on the project's Directory tool.
  • Additional Information:
    • The 'Contacts' and 'Inactive Contacts' tabs are populated with contacts created from one or more projects' Incidents and Crews tools. If your company hasn't created any contacts (or doesn't have any projects with either of these tools enabled), the 'Contacts' and 'Inactive Contacts' tabs will be empty. See What is a 'contact' in Procore and which project tools support the concept?

Steps

View Tabs in the Project Directory

  1. Navigate to the Project level Directory tool and select the tab you want to view.
     Tip
    Some filtering options are only available on certain tabs of the project's Directory tool.

Users

  • In the Search box, enter a keyword or phrase to search the users in the project's Directory.
  • Select Company in the 'Group by:' drop-down menu to organize the users by their associated companies.
  • Select None in the 'Group by:' drop-down menu to organize the list of users in alphabetical order.
  • Click Add Filter to narrow the user records by selecting from the following options:
    • Trades. Select one or more trades to filter the list of users by trade (e.g. Drywall).
    • Permission Template (Assigned). Select one or more permission templates to filter the list of users by assigned permission templates.
      Note: Only users with 'Admin' level permissions on the Project level Directory tool can add this filter.
  • Click the vertical ellipsis icon icon-ellipsis-options-menu.png to show, hide, or reorder the following columns:
    • Email/Phone/Fax
    • Address
    • Company
    • Permission Template (Assigned)
      Note: Only users with 'Admin' level permissions on the Project level Directory tool can show this column.
  • Click Export and select PDF or CSV to export a list of all users in your current view of the project's Directory (including any search or filter parameters).
    Note: The CSV file export of the 'Users' tab includes a 'Permission Template' column. Only users with 'Admin' level permissions on the Project level Directory tool will see the assigned permission templates for each user in this column. For 'Read Only' and 'Standard' level permissions, the rows under this column are blank.

Contacts

  • In the Search box, enter a keyword or phrase to search the contacts in the project's Directory.

Companies

  • In the Search box, enter a keyword or phrase to search the companies in the project's Directory.
  • Click Add Filter to narrow the company records by selecting from the following options:
    • [Company Name] Cost Codes. Select one or more cost codes to filter the list of companies by cost code (e.g. 02-300 - Earthwork).
    • Trades. Select one or more trades to filter the list of companies by trade (e.g. Drywall).
  • Click Export and select PDF or CSV to export a list of all companies in your current view of the project's Directory (including any search or filter parameters).

Distribution Groups

  • In the Search box, enter a keyword or phrase to search the distribution groups in the project's Directory.

Inactive Users (Admin Only)

  • In the Search box, enter a keyword or phrase to search the inactive users in the project's Directory.

Inactive Contacts (Admin Only)

  • In the Search box, enter a keyword or phrase to search the inactive contacts in the project's Directory.

Inactive Companies (Admin Only)

  • In the Search box, enter a keyword or phrase to search the inactive companies in the project's Directory.

See Also