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.

Passos

  1. Acesse a ferramenta Diretório da empresa.

  2. Clique em Empresas.

  3. Clique em Editar ao lado da empresa.

  4. Clique na guia Projetos .

  5. Em seguida, clique em Adicionar ao lado dos projetos desejados na seção "Projetos aos quais [nome do fornecedor] não pertence".

  6. Clique em Salvar.

See Also

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