View the Project Directory
Objective
To view users, contacts, companies, and distribution groups in the Project level Directory tool.
Things to Consider
- Required User Permissions
- 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
- Navigate to the Project level Directory tool.
- Select the tab you want to view.
- Optional: Search and Filter the Project Directory.