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Procore

Remove a Company Record from a Project Directory

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 In Beta
A redesigned version of the Project Directory is currently in beta and can be enabled with Procore Explore.

Objective

To remove a vendor/company record from a project. 

Background

If you have a vendor/company record that is not being used on a project, you can remove that record from a project using the steps below. 

Things to Consider

Steps

Remove a Single Company

  1. Navigate to the Project level Directory tool.
  2. Click the Companies tab.
  3. Next to the company name, click Edit.
    OR

    Beta Click the company name.

  4. Click Remove from Project.
  5. Choose from the following options:
    • If the company does NOT have any users in the Project Directory, a message appears to ask you to confirm the removal. Click OK.
      OR
    • If the company has users in the Project Directory that you'd like to keep on the project, click Cancel. Next, remove any users you want to keep on the project from the company record. When finished, repeat the steps above.
      OR
    • If the company has users in the Project Directory and you would like to remove these users and the company from the project, click Remove from Project. The system removes the company record and the users listed. 

Bulk Remove Companies

  1. Navigate to the Project level Directory tool.
  2. Click the Companies tab.
  3. Mark the checkbox next to one or more company names.
  4. Click Bulk Actions and select Remove from Project.
    OR

    Beta Click Remove from Project.

  5. Click Remove to confirm.

See Also