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  • What fieldset configurations are recommended for configurable fieldsets?
    https://support.procore.com/faq/what-fieldset-configurations-are-recommended-for-configurable-fieldsets
    This page details what configurable fieldset configurations are recommended for companies managing less than $20M (USD) in annual construction volume.
  • Which fields in the Observations tool can be configured as required, optional, or hidden?
    https://support.procore.com/faq/which-fields-in-the-observations-tool-can-be-configured-as-required-optional-or-hidden
    This table lists the fields used in observation creation on the Observations tool that can be configured as required, optional, or hidden by Company Admins.
  • View Observations by Type
    https://support.procore.com/products/online/user-guide/project-level/observations/tutorials/view-observations-by-type
    How to view the Observations log grouped by type instead of a list with the most recent numbers of observations at the top.
  • Delete Configurable Fieldsets
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-configurable-fieldsets
    How to delete fieldsets from the Company level Admin page.
  • Observations - Videos
    https://support.procore.com/products/online/user-guide/project-level/observations/videos
    This page includes training videos that show how to perform various tasks in or related to the project's Observations tool.
  • Observations - FAQ
    https://support.procore.com/products/online/user-guide/project-level/observations/faq
    This page includes links to frequently asked questions about the project's Observations tool.
  • Create New Custom Fields
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-new-custom-fields
    How to create custom fields that can be used for project tools in Procore.
  • Observations - User Permissions (Android)
    https://support.procore.com/procore-mobile-android/user-guide/observations-android/permissions
    This page lists the user permissions that are required to perform actions in or related to the project's Observations tool on the Procore Android app.
  • What are "related items" in Procore?
    https://support.procore.com/faq/what-are-related-items-in-procore
    Describes what a related item is in Procore's tools.
  • Which Microsoft Excel file versions can be attached to items in Procore?
    https://support.procore.com/faq/which-microsoft-excel-file-versions-can-be-attached-to-items-in-procore
    Explains that the .XLS file format associated with Microsoft Excel (Version 2007 and earlier) has reached its end-of-life and is not supported in Procore.
  • Search for and Filter Observations
    https://support.procore.com/products/online/user-guide/project-level/observations/tutorials/search-for-and-filter-observations
    How to use the Observations tool's search and filter settings to find an observation.