Edit a Company in the Project Directory

Objective

To edit a company record in the Project level Directory tool. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Project level Directory tool.
    OR
  • 'Standard' or 'Read Only' permissions on the Project level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template. 
• If your company has enabled the ERP Integrations tool:
  • If your project is configured to work with an integrated ERP system, you'll need to send the updated record to the ERP Integrations tool so it can be accepted to export to your integrated system. See Send a Procore Company to ERP Integrations for Accounting Acceptance. 
• Additional Information:
  • Any edits you make will be reflected in the Change History tab.

Steps

1. Navigate to the Project level Directory tool.
2. Click the Companies or Inactive Companies tab.
3. Locate the desired company. Then click Edit.
4. Modify the company's profile information as needed. To learn about the company fields, see Add a Company in the Project Level Directory.
   Note: If you want to remove a a company or user from the Project Directory, see Remove a Company from the Project Directory or Remove a User from a Project. 
5. Click Save.

See Also

• Add a Company to the Project Level Directory
• Remove a Company from the Project Directory