Project Directory

Store all contact data for project team members and vendors. Invite project collaborators and control which tools they can access as well as their tool-specific permissions.

Add and edit user information at the Project level
Invite and re-invite people to join Procore as end users
Grant access permissions to Procore tools and configure tool settings
Import companies and people

Popular Tutorials (view all)

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Quick Links

The links below detail tasks performed in the Project Directory. Different tasks can also be performed in the Company Directory.

Web
iOS
Android

Directory and Permission Levels

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

Owner - Directory and Permission Levels

Directory and Permission Levels

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

Owner - Directory and Permission Levels

Directory

Important

Permissions

What granular permissions are available for the Project level Directory tool?

Important

A user who is granted 'Admin' level permissions to the Project level Directory tool is also automatically granted 'Admin' permissions to all of the project's tools.

Action	Read Only	Standard	Notes
Add a Company to the Project Directory Web iOS Android	Create and Edit Companies	Create and Edit Companies	On a mobile device, this action can be performed offline. Tasks performed offline are be synced with Procore when a network connection is reestablished.
Add a Distribution Group to the Project Directory Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Add a Contact to your Device iOS Android			On a mobile device, this action can be performed offline.
Add a Phone Calls Entry from the Directory iOS Android
Add a User Account to the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	On a mobile device, this action can be performed offline. Tasks performed offline sync with Procore when a network connection is reestablished.
Add Project Insurance to a Company Record in the Project Directory Web
Assign a Project Permissions Template to a User in the Project Directory Web	Manage Permissions Templates (Assignable Only)	Manage Permissions Templates (Assignable Only)	Users with granular permissions have the following limitations: Must also have 'Read Only' level permissions or higher on the Company level Directory tool with the 'Create and Edit Users' granular permission. Can only assign permissions templates that are designated as assignable permissions templates to others based on their own permissions template settings.
Bulk Add Users and Companies to a Project Directory Web	Add from Company Directory (Assignable Permission Templates Only)	Add from Company Directory (Assignable Permission Templates Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Change a User's Permissions in the Project Directory Web	Manage Permission Templates (Assignable Only)	Manage Permission Templates (Assignable Only)	Users with the granular permission can only assign 'Assignable Permission Templates' to others based on their own permissions template settings.
Configure the Project Team on the Project Home Page Web	Assign Project Roles	Assign Project Roles
Configure Advanced Settings for the Project Directory: Edit Permissions Web
Configure Advanced Settings for the Project Directory: Edit Project Roles Web	Assign Project Roles	Assign Project Roles
Create a Project Specific Permissions Template from the Project Directory Web
Customise the Column Display in the Directory Tool Web
Delete a Distribution Group from the Project Directory Web
Download vCard for a User Account in the Project Directory Web
Edit a Company in the Project Directory Web Android	Create and Edit Companies	Create and Edit Companies
Edit a Distribution Group Web	Create and Edit Distribution Groups	Create and Edit Distribution Groups
Edit an Active Account in the Project Directory Web iOS Android	Create and Edit Users	Create and Edit Users	Only users with 'Admin' level permissions can edit inactive user accounts.
Edit an Inactive Account in the Project Directory Web iOS Android
Email Forward Contact Information Android
Enable Program Notifications for a User on a Project Web
Enable Weather Delay Alerts by Phone or Email Web
Export the Project Directory to CSV or PDF Web
Forward Contact Information by Email Android
Invite or Reinvite a User to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Invite a Batch of Users to Join a Procore Project Web	Create and Edit Users	Create and Edit Users
Reactivate a Company in the Project Directory Web
Reactivate a User in the Project Directory Web
Remove a Company from the Project Directory Web	Remove Company from a Project	Remove Company from a Project
Remove a User from a Project Web	Remove User from Project	Remove User from Project
Remove Project Insurance from a Company Record Web
Remove a Batch of User Accounts from a Project Directory Web	Remove User from Project	Remove User from Project
Remove a Batch of Companies from a Project Directory Web	Remove Company from a Project	Remove Company from a Project
Request Company and People Imports Web		Request Company and People Imports
Save Contact to Phone on a Mobile Device iOS Android
Search and Filter the Project Directory Web iOS Android
Send a Message or WhatsApp to a Contact iOS
Set Tenderer Information at the Project Level Web
Switch Between Views in the Project Directory Web
View the Project Directory Web iOS Android			On a mobile device, this action can be performed offline if the item was previously viewed and cached on your mobile device.

Below are the notable changes to the Project level Directory tool.

Recent Changes

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

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.

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

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.

SEarch the Company Directory When Adding a Company (27/03/2024)

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.

New 'Additional Insured' Field for Companies (14/02/2024)

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.

Configurable Employee Field When Creating New Users (10/18/2023)

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 when Creating a User (02/10/2023)

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.

Manage User Accounts

Manage Permissions & Permission Templates

Manage Companies

Manage Distribution Groups

Configure the Project Directory

General Usage

Perform Bulk Actions

ERP Integrations

Tip

Directory and Permission Levels

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

Owner - Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

Directory and Permission Levels

OUTDATED VIDEOS - Removed from Support Site and Certifications

Subcontractor as Client - Directory and Permission Levels

Owner - Directory and Permission Levels

Directory

Important

Permissions

Important

Recent Changes

Save Companies from the Procore Construction Network to your Directory (14/05/2024)

Save Companies from the Procore Construction Network to your Directory (08/04/2024)

SEarch the Company Directory When Adding a Company (27/03/2024)

New 'Additional Insured' Field for Companies (14/02/2024)

Configurable Employee Field When Creating New Users (10/18/2023)

New Fields when Creating a User (02/10/2023)