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Remove a Batch of Companies from a Project Directory

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You can use the Bulk Actions > Remove from Project menu command in the Companies view of the Project Directory. This allows you to move company records in Procore to the Inactive Companies page. Inactivating a company record will also remove ALL users associated with the company from the project. If you want to keep users associated with a project, you must first remove them from the company you want to delete. 

 

demo-bulk-actions-remove-companies.gif

  1. Navigate to the Project level Directory tool.
  2. Click Companies.
  3. Choose from these options:
    • To remove one company, mark the checkbox next to the desired company name.
      OR
    • To remove multiple companies, place a mark in each desired checkbox. 
  4. Choose Bulk Actions > Remove from Project.
  5. Click OK to acknowledge the confirmation message.
    A GREEN banner appears to confirm that the select company records were removed from the project.