Add a Company to the Project Level Directory (iOS)
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Objective
To add a company to the Project Level Directory using the Procore app on an iOS mobile device.
Things to Consider
- Required User Permissions
- 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.
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 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 directory
Manually Add a New Company
- Tap Create a New Company.
- Tap into a field to add the relevant information:
Note: 'Company Name' is a required field. - Tap Create to save the company to the project's directory.