Add a Company to the Project Level Directory (Android)
Things to Consider
When you create a new company in a Project Directory, the company is also automatically added to the Company Directory.
You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
This action can be performed offline. Tasks performed offline sync with Procore once a network connection is reestablished.
Steps
Import a Company from Your Mobile Device
Manually Add a New Company
Import a Company from Your Mobile Device
Open the Procore app on an iOS mobile device and select a project.
Tap the quick create
icon and select Company.
OR
Tap the Directory tool and tap the createicon. Then select Add Company.
Tap Import from Contacts.
Tap the desired existing company.
Note: This is a contact stored locally to your device outside of Procore.Tap into a field to add or edit the relevant information.
Tap Save to add the company to the project's Directory.
TipIf required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
Manually Add a New Company
Open the Procore app on an iOS mobile device and select a project.
Tap the quick create
icon and select Company.
OR
Tap the Directory tool and tap the createicon. Then select Add Company.
Tap into a field to add the relevant information.
Tap Save to save the company to the project's Directory.
TipIf required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.
If required fields are empty, click Fix Errors to go to the first empty field. Click Next Field or Previous Field to view other empty required fields.
After the required fields have been entered, you will be able to create or save the form.