Project Directory - Tutorials

The links below detail tasks performed in the Project Directory. Different tasks can also be performed in the Company Directory.

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Web
iOS
Android

Manage User Accounts

Add a User Account to the Project Directory
Bulk Add Users and Companies to a Project Directory
Download a Card for a User Account in the Project Directory
Configure Programme Notification Emails
Edit a User Account in the Project Directory
Enable Weather Delay Alerts for a User's Phone or Email
Invite a Batch of Users to Join a Procore Project
Invite or Reinvite a User to Join a Procore Project
Reactivate a Batch of User Accounts in a Project Directory
Reactivate a Single User Account in the Project Directory
Remove a Batch of User Accounts from a Project Directory
Remove a Single User Account from a Project

Manage Permissions & Permission Templates

Assign a Project Permissions Template to a User in the Project Directory
Change a User's Permissions in the Project Directory
Create a Project Specific Permissions Template from the Project Directory

Manage Companies

Add a Company to the Project Directory
Add Project Insurance to a Company Record in the Project Directory
Deactivate a Company in the Project Directory
Edit a Company in the Project Directory
Reactivate a Batch of Companies in a Project Directory
Remove a Batch of Companies from a Project Directory
Remove a Company Record from a Project Directory
Remove Project Insurance from a Company in the Project Directory
Set Tenderer Information for a Company in the Project Directory

Manage Distribution Groups

Add a Distribution Group to the Project Directory
Delete a Distribution Group from the Project Directory
Edit a Distribution Group in the Project Directory

Configure the Project Directory

Configure Advanced Settings: Project Directory
Set up a Project Directory
Request Company and People Imports
Perform Company and People Imports (Procore Imports)

General Usage

Customise the Column Display in the Directory Tool
Export the Project Directory to CSV or PDF
Search and Filter the Project Directory
Switch Between Views in the Project Directory
View the Project Directory

Perform Bulk Actions

Perform Bulk Actions on the Project Directory

ERP Integrations

Send a Procore Company to ERP Integrations for Accounting Acceptance

Add a Company to the Project Level Directory (iOS)
Add a Contact to your Device (iOS)
Add a Person to the Project Level Directory (iOS)
Add a Phone Calls Entry from the Directory (iOS)
Add a User to a Project Using Their Profile Code (iOS)
Edit a Person in the Project Level Directory (iOS)
Search and Filter the Directory (iOS)
Send Message or WhatsApp to a Contact (iOS)
View the Directory (iOS)

Add a Company to the Project Level Directory (Android)
Add a Contact to your Device (Android)
Add a Person to the Project Level Directory (Android)
Add a Phone Calls Entry from the Directory (Android)
Add a User to a Project Using Their Profile Code (Android)
Edit a Company in the Project Level Directory (Android)
Edit a Person in the Project Level Directory (Android)
Email Forward Contact Information (Android)
Search for and Filter Directory Contacts (Android)
View Directory (Android)