Add a Company to the Project Level Directory (Android)
Objective
To add a company to the Project Level Directory using the Procore app on an Android mobile device.
Things to Consider
- Required User Permissions
- When you create a new company in a Project Directory, the company is also automatically added to the Company Directory.
- You can configure what items are created with the quick create
icon, see Configure Quick Create Settings.
Steps
- Open the Procore app on an iOS mobile device and select a project.
Note: This loads the Tools screen for the project. - Tap the quick create icon and select Company.
OR
Tap the Directory tool and tap the create icon. Then select Add Company. - Continue creating the company in one of the following ways:
Import a Company from Your Mobile Device
- Tap +Import from Contacts.
- Tap the desired existing company.
Note: This is a contact stored locally to your device outside of Procore. - Tap into a field to add or edit the relevant information.
Note: 'Company Name' is a required field. - Tap Save to add the company to the project directory
Manually Add a New Company
- Tap into a field to add the relevant information:
Note: 'Company Name' is a required field. - Tap Save to save the company to the project's directory.