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How do I Include a Contact in the Project Delivery Directory?
How do I Include a Contact in the Project Delivery Directory?

Marking a contact as primary marks them as the point of contact at that company and includes them in the delivered directory

Edward Gonzalez avatar
Written by Edward Gonzalez
Updated over a week ago

First, navigate to the project's Directory and click on the Company that has the user you want to edit:


Next, navigate to the Users tab and click on the Pencil icon next to the contact's name:

In the Edit User pop-up window, select the Primary Contact checkbox and click Update:

The user will now be listed as a Primary Contact in the Closeout Package PDF Export.

If the individual you want to set up as the Primary Contact is not listed, click New User or Import Users from Procore, and then follow the steps outlined above:

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