Below are the notable changes to the Project level Directory tool.
In a user's change history, you can now see user actions relating to projects. New logs now include when a user was added to or removed from a project, and whether the user's information was copied from the company's Directory. See View User Change History.
New Granular Permission to Manage Insurance in the Project Directory (18/02/2025)
A new granular permission called "Manage Company Insurance Information" within the Project Directory will soon become available. This permission allows users to create, edit, view, and delete insurance information, specifically for Read-Only or Standard access levels. This new granular permission reduces the number of users who require Admin permissions for insurance management, improving security and control of your environment. See Add Project Insurance to a Company Record in the Project Directory and Remove Project Insurance.
When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.
When adding companies to your Project Directory, you can save businesses listed on the Procore Construction Network instead of creating them manually. By saving these connected companies, we are making it easier for you to connect with businesses already in Procore so you can use new collaboration features as they become available. See Add a Company to the Project Directory.
When adding companies to your Project Directory, you can first search the Company Directory to find businesses your company is already working with. See Add a Company to the Project Directory.
When adding insurance information for companies in your Directory, a new 'Additional Insured' field is available. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI). See Add Project Insurance to a Company Record in the Project Directory.
When creating a new user, you can update the 'Is Employee' field to indicate if the user is an employee of your company. By default, users are not marked as employees, making it easy to add collaborators. If you do not want to show this field, you can create or edit the configurable fieldset for the Directory to hide the field. Hiding the field also removes it from the user's detail page. Read the Announcement for more details.
New fields have been added when creating a user in the Project and Company level Directories. You now need to select whether the user is an employee of your company, and select the company the user belongs to. This will ensure better data accuracy in your directory. See Add a User Account to the Project Directory and Add a User Account to the Company Directory.