Add a Company to a Project from the Company Directory

Background

In Procore, a company record should be created for all of the subcontractors, suppliers, vendors, and other entities who do business with your organization. This record holds all of the mission-critical address, contact, project, bidding, and insurance information. From the Company Directory, you can add a company record to a project so that the company is available in the project's Directory tool.

Things to Consider

  • Required User Permissions

  • When a user adds a new company to the Project Directory, it's automatically added to the Company Directory.

Pasos

  1. Vaya a la herramienta Directorio de la empresa.

  2. Haga clic en Empresas.

  3. Haga clic en Editar junto a la empresa.

  4. Haga clic en la pestaña Proyectos.

  5. A continuación, haga clic en Añadir junto a los proyectos deseados en la sección "Proyectos a los que [nombre del proveedor] no pertenece".

  6. Haga clic en Guardar.

See Also

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