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.
This action can be performed in offline mode. Tasks performed in offline mode sync with Procore once a network connection is reestablished.

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
- Manually add a new company

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.

See Also

Add a Person to the Project Level Directory (iOS)