The Project Directory is the central list of companies and contacts connected to your project, including owners, subcontractors, design teams, and other project participants. You can build your Directory by importing companies and contacts from Procore, adding them manually, or uploading them with a CSV.
Begin by opening your project, then click Directory. From the Companies tab, choose the setup method that best fits your project:
Import from Procore if your companies and contacts already exist in Procore.
Add manually if you only need to add a few companies or contacts.
Import with CSV if you already have a spreadsheet of companies and contacts. See How to Import Companies and Contacts Using a CSV.
To import your project directory from Procore, you must be signed into Buildr with your Procore credentials.
Import Directory from Procore
If you are setting up the project directory for the first time, click Setup Directory > Get Started.
In the Import Directory modal, you will designate the following:
Your Company as the GC
The Owner of the project
The Property Management Company
The Design Team
Your Subcontractors
Once your selections are made, click on Next Step to move forward with your import.
When selecting Subcontractors, you can checkmark the individual subcontractor companies you wish to include or select all.
Lastly, review your selection and click Complete. Once imported, the company details and contacts will appear in the company profile.
Import More Companies and Contacts from Procore
If you have already imported your directory and wish to import more companies from Procore, navigate to the Companies tab and click More > Import from Procore.
Select the remaining Companies you wish to pull from Procore, designate the Company Type (GC, Owner, Design Team, Subcontractor, or Property Management), and click Import.
Once imported, the company details and contacts will appear in the company profile.
Note: Adding your team members as contacts in the Project Directory will not grant them access to the project. To add your team members to a project, visit this article.
Manually Add Companies and Company Contacts
You can also manually add companies by navigating to the Directory tab and clicking New Company.
Enter the Company Name, Phone Number, Address, and Company Type (GC, Owner, Subcontractor, Design Team, or Property Management. Click Create.
To add Contacts to the Company, select the company from the Directory list, and click Users > New User.
Enter the Contact's Name*, Email*, Job Title, and Phone Number. Select the Primary Contact checkbox if you want the contact to appear in the final closeout package Directory.
Click Create.
Edit a Company in the Directory
To edit company information, select the company, navigate to Details, and click Edit Company.
Make your edits and click Update.
Delete a Company in the Directory
To delete a company from the directory, select the company, navigate to Details, and click Delete Company.
Confirm deletion, and the company will be removed from the project directory.