The project Directory houses all Companies and Contacts associated with the project. In Buildr, the Directory can be imported from Procore or manually imported.
In this article:
Import Directory from Procore:
To start, navigate to the project. In the Directory tab, select Companies, click on the More drop-down, and select Import from Procore:
In the pop-up module, select the Companies you wish to pull from Procore, designate the Company Type, and click Import:
Once imported, the company details and contacts will appear in the company's profile:
Note: Adding contacts to your company's Directory will not grant them access to Buildr. To invite a new user to your company's Buildr account, visit this article. To add an existing user to a project, visit this article.
To edit Company information, select the Company, navigate to Details, and click on Edit Company:
To delete a Company from the directory, select the Company, navigate to Details, and click on Delete Company:
Manually Add Companies and Company Contacts
You can also manually add companies by navigating to the Directory tab, selecting Companies, and clicking on New Company:
Enter the Company's credentials, select the Company Type, and click Create:
To add Contacts to a Company, navigate to the Company, select the Users tab, and click New User:
Enter the Contact's information and click Create:
Tip: Select the Primary Contact checkbox if you want the Contact to appear in the final closeout package Directory.
Create Project Groups
Groups allow you to easily collaborate with a consistent set of users.
To start, navigate to the Directory tab and click Groups:
Click the New Group button:
Lastly, enter the name and users, and click Create:
