Answer
A fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit an item. In Procore, several tools allow you to be configure certain fields as Required, Optional, or Hidden for projects. To configure fieldsets, you must have 'Admin' permissions to the Company Admin tool. To learn more about configurable fieldsets, see the tutorials below.
Supported Tools
The following Procore tools support configurable fieldsets.
| Tool |
Tutorials |
|
Daily Log
Manpower, Notes, and Daily Construction Report logs
|
Configure Daily Log Fieldsets
Apply Configured Daily Log Fieldsets to Projects
Edit Configured Daily Log Fieldsets
Remove Configured Daily Log Fieldsets from Projects
Which fields in the Daily Log tool can be configured as required, optional, or hidden?
|
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Incidents
Incident and Injury record fieldsets
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Configure Incident Fieldsets
Apply Configured Incident Fieldsets to Projects
Edit Configured Incident Fieldsets
Remove Configured Incident Fieldsets from Projects
Which fields in the Incidents tool can be configured as required, optional, or hidden?
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Observations
Fieldsets for observations created with the following types: Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete
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Configure Observation Fieldsets
Apply Configured Observation Fieldsets to Projects
Edit Configured Observation Fieldsets
Remove Configured Observation Fieldsets from Projects
Which fields in the Observations tool can be configured as required, optional, or hidden?
|
|
Punch List
Punch list item fieldsets
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Configure Punch List Fieldsets
Apply Configured Punch List Fieldsets to Projects
Edit Configured Punch List Fieldsets
Remove Configured Punch List Fieldsets
Which fields in the Punch List tool can be configured as required, optional, or hidden?
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RFIs
RFI fieldsets
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Configure RFI Fieldsets
Apply Configured RFI Fieldsets to a Project
Edit Configured RFI Fieldsets
Remove Configured RFI Fieldsets from Projects
Which fields in the RFIs tool can be configured as required, optional, or hidden?
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