Store all contact data for project team members and vendors. Invite project collaborators and control which tools they can access as well as their tool-specific permissions.
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The links below detail tasks performed in the Project Directory. Different tasks can also be performed in the Company Directory.
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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the Project level Directory tool?
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Add a Company to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished. | |
Add a Distribution Group to the Project Directory |
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Add a Contact to your Device |
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On a mobile device, this action can be performed offline. | |
Add a Phone Calls Entry from the Directory |
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Add a User Account to the Project Directory |
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On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished. | |
Add Project Insurance to a Company Record in the Project Directory |
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Assign a Project Permissions Template to a User in the Project Directory |
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Users with granular permissions have the following limitations:
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Bulk Add Users and Companies to a Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
Change a User's Permissions in the Project Directory |
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Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings. | |
Configure the Project Team on the Project Home Page |
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Configure Advanced Settings for the Project Directory: Edit Permissions |
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Configure Advanced Settings for the Project Directory: Edit Project Roles |
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Create a Project Specific Permissions Template from the Project Directory |
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Customize the Column Display in the Directory Tool |
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Delete a Distribution Group from the Project Directory |
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Download vCard for a User Account in the Project Directory |
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Edit a Company in the Project Directory |
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Edit a Distribution Group |
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Edit an Active Account in the Project Directory |
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Only users with 'Admin' level permissions can edit inactive user accounts. | |
Edit an Inactive Account in the Project Directory |
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Email Forward Contact Information |
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Enable Schedule Notifications for a User on a Project |
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Enable Weather Delay Alerts by Phone or Email |
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Export the Project Directory to CSV or PDF |
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Forward Contact Information by Email |
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Invite or Reinvite a User to Join a Procore Project |
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Invite a Batch of Users to Join a Procore Project |
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Reactivate a Company in the Project Directory |
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Reactivate a User in the Project Directory |
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Remove a Company from the Project Directory |
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Remove a User from a Project |
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Remove Project Insurance from a Company Record |
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Remove a Batch of User Accounts from a Project Directory |
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Remove a Batch of Companies from a Project Directory |
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Request Company and People Imports |
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Save Contact to Phone on a Mobile Device |
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Search and Filter the Project Directory |
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Send a Message or WhatsApp to a Contact |
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Set Bidder Information at the Project Level |
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Switch Between Views in the Project Directory |
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View the Project Directory |
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On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device. |
Below are the notable changes to the Project level Directory tool.
When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.
When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.
When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. See Add a Company to the Project Directory.
When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Project Insurance to a Company Record in the Project Directory.
When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.
New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.