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Procore

What are configurable fieldsets and which Procore tools support them?

Answer

configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. To configure fieldsets, you must have 'Admin' permissions to the Company Admin tool. 

To learn more about configurable fieldsets, see the following tutorials:

Supported Tools

The following Procore tools support configurable fieldsets.   

Tool Fieldsets Available to Configure List of Fields

Daily Log

Manpower, Notes, and Daily Construction Report logs

Which fields in the Daily Log tool can be configured as required, optional, or hidden?

Directory

Person and Company fieldsets

Which fields in the Directory tool can be configured as required, optional, or hidden?

Incidents

Incident and Injury record fieldsets

Which fields in the Incidents tool can be configured as required, optional, or hidden?

Observations
 

Fieldsets for observations created with the following types:
Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete

Which fields in the Observations tool can be configured as required, optional, or hidden?

Punch List

Punch list item fieldsets

Which fields in the Punch List tool can be configured as required, optional, or hidden?

RFIs

RFI fieldsets

Which fields in the RFIs tool can be configured as required, optional, or hidden?