Add a Company to a Project from the Company Directory

To add a company record to a project from the Company Directory tool.

In Procore, a company record should be created for all of the subcontractors, suppliers, vendors, and other entities who do business with your organization. This record holds all of the mission-critical address, contact, project, bidding, and insurance information. From the Company Directory, you can add a company record to a project so that the company is available in the project's Directory tool.

• Required User Permissions

• If a user adds a new company to the Project level Directory tool, a new record is automatically created in the Company level Directory tool. See Add a Company to the

1. Navigate to the company's Directory tool.

2. Click Companies.

3. Click Edit next to the company.

4. Click the Projects tab.
   This reveals a list of projects that have been created for your company's account. The page contains two lists:

5. Then click Add next to the desired project(s) in the 'Projects [Vendor Name] Does Not Belong To' section.

6. Click Save.