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.

步骤

  1. 导航到公司目录工具。

  2. 点击公司

  3. 点击公司旁边的编辑

  4. 点击项目标签页。

  5. 然后点击"不属于的项目"部分中所需项目旁边的添加

  6. 点击保存

See Also

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