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.

Steps

  1. Navigate to the company's Directory tool.

  2. Click Companies.

  3. Click Edit next to the company.

  4. Click the Projects tab.

  5. Then click Add next to the desired projects in the 'Projects [Vendor Name] Does Not Belong To' section.

  6. Click Save.