How to Add a Company to the Project Level Directory Tool (Procore Web)
Role
PCs or PAs
Objective
To add a company to the Project level Directory tool.
Steps
- Navigate to the project's Directory tool.
2. In the right sidebar, click +Add Company.
- In the 'Add company to Project' window, complete the data entry as follows:
o Enter Company Name. Enter the full legal business name for the company (i.e., subcontractor, vendor or supplier). This is a required field.
Notes:
- If the company name comes up, select it and go to step 4
- If the company name doesn’t come up, email accounting to add the company to Axis. Then ask IT to sync the vendors to Procore. Go back to the project in Procore and add the company.
- Click Add to Project
Refer to the coordinating manual for further details regarding the Directory tool, see link below.