Procore's Directory Tool is a powerful contact management solution integrated into their construction project management software. It provides a centralized platform for storing, sharing, and managing contact information for project team members and vendors. The tool offers unlimited contact storage, easy sharing capabilities, and mobile access, ensuring that project teams can stay connected regardless of their location. One of the key features of the Directory Tool is its robust permissions system. Administrators can set tool-based permissions, controlling access to different aspects of the project for each user. This granular control ensures that team members only see the information relevant to their role. Additionally, the tool supports role-based permission templates, allowing for quick and consistent setup of new users based on predefined roles such as subcontractors, architects, or engineers. The Directory Tool also includes customizable notification settings, allowing users to tailor their communication preferences. This feature ensures that team members receive the right information at the right time, improving overall project communication and coordination.

Key Features

Unlimited Contact Storage Store and manage an unlimited number of contacts in a centralized database.

• Instantly available to all team members
• Contacts can be assigned to multiple projects

Role-Based Permissions Create and assign custom permission templates based on user roles.

• Quickly set up new users with standardized permissions
• Customize access levels for different roles (e.g., subcontractors, architects, engineers)

Tool-Based Permissions Set user permissions at individual tool, company, and project levels.

• Control access to specific tools within Procore
• Ensure users only see relevant information

Customizable Notifications Tailor email notifications for various project activities.

• Set up automatic notifications for RFIs, Punch List items, and Submittals
• Configure one-off or recurring notifications for project updates

Benefits

Improved Team Communication Centralize contact information and streamline communication channels.

• Easy access to up-to-date contact details for all team members
• Efficient sharing of contact information across projects

Enhanced Data Security Control access to sensitive project information through granular permissions.

• Protect confidential data by limiting access based on user roles
• Prevent unauthorized viewing or editing of project details

Increased Efficiency Streamline contact management and user setup processes.

• Quickly add and organize contacts for new projects
• Rapidly onboard new team members with predefined permission templates

Mobile Accessibility Access contact information and manage permissions on-the-go.

• View and update contact details from mobile devices
• Ensure team connectivity regardless of location