Company Directory

The BIM 360 company directory keeps the master list of all companies across all projects in an account.

There are two main approaches to managing companies such as trade subcontractors in BIM 360. You can either add companies to the directory in the Account Admin module during the account setup, or add a company at a later stage, when adding a member. Any newly added company is recorded in the Activity Log.

Tip: It is recommended that you add companies to the directory during account setup, as this provides greater control of the company data and reduces the likelihood of creating duplicate companies. This is important if you want to view project activity or members by company, or if you export data from BIM 360 to an ERP system that uses company ID numbers.

Add a Company

  1. Click Module Selector .

  2. Click the Companies tab.

  3. Click Add.

  4. In the Create Company dialog box, enter the company name.

  5. Enter or select a trade from the list.

  6. Click Browse to upload an image as the company logo.

  7. Optionally, enter a website URL, description, address, and phone number.

  8. Optionally, enter the unique ERP Company ID used for this company in your ERP system.

  9. Optionally, enter the tax ID number that can be used to connect to company data in your ERP system or external sources.

    Tip: As an administrator, you can use the Forge API to connect BIM 360 to an ERP or other external system, and add or synchronise companies between the two. See the Forge API help, or contact your sales representative for more information.

  10. Click Save to add the company to the directory.

Edit or Delete a Company

Note: You can’t delete the company that was added when the BIM 360 account was first created, known as the Owner company. Owner company can only be renamed.

  1. In Account Admin, click the Companies tab.

  2. Select a company from the list.

  3. To edit the company name, click .

  4. To change the name, address or other company details, click Edit.

  5. When done, click Save.

  6. To remove the company from the directory, click Delete Company .

    Note: Before deleting a company that has associated members, edit the member profiles to assign them to another company.
Parent page: Account Admin