Add a Company to the Project Level Directory (iOS)
Things to Consider
When you add a new company to the Project Directory, that company is also added to the Company level Directory tool.
You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.此操作可以离线执行。重新建立网络连接后,离线执行的任务与 Procore同步。
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 create
icon. Then select Add Company.Tap Import from Contacts.
Tap the desired existing company or contact.
Note: This is a contact stored locally to your device.Tap into a field to add or edit the relevant information.
Tap Create to add the company to the project's Directory.
Tip
Click Fix Errors to navigate to the first empty required field (if the required fields are empty or blank).
Click Next Field or Previous Field to view other empty fields. Once all required fields are filled, you are 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 create
icon. Then select Add Company.Tap Create a New Company.
Tap into the fields to add the relevant information.
Tap Create to save the company to the project's Directory.
Tip
Click Fix Errors to navigate to the first empty required field (if the required fields are empty or blank).
Click Next Field or Previous Field to view other empty fields. Once all required fields are filled, you are able to create or save the form.