Add a Company to a Project from the Company Directory

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.

• Required User Permissions

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

1. Accédez à l’outil Annuaire de l’entreprise.

2. Cliquez sur Entreprises.

3. Cliquez sur Modifier à côté de l’entreprise.

4. Cliquez sur l’onglet Projets .

5. Cliquez ensuite sur Ajouter à côté des projets souhaités dans la section « Projets auxquels [nom du fournisseur] n’appartient pas ».

6. Cliquez sur Enregistrer.