What are configurable fieldsets and which Procore tools support them?
A 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:
- Create New Configurable Fieldsets
- Edit Configurable Fieldsets
- Apply Configurable Fieldsets to Projects
- Remove Configurable Fieldsets from Projects
- Delete Configurable Fieldsets
Note:
- You can configure fields for the Create an Update project pages. However, only one fieldset can be created, and it will be applied to all projects. See Create a Default Project Fieldset.
- Through configurable fieldsets, you can also create custom fields for certain tools in Procore to use on projects. See Create New Custom Fields.
Supported Tools
The following Procore tools support configurable fieldsets.
| Tool | Fieldsets Available to Configure | List of Fields |
|---|---|---|
| Admin (Project level) | Project fields when creating or updating a project Note: Only one fieldset can be configured for the project page, and the fieldset will automatically apply to all projects. |
Which fields on the project page can be configured as required, optional, or hidden? |
|
Daily Log |
Manpower, Notes, Daily Construction Report, and Observed Weather Conditions 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, Injury/Illness record, and Action fieldsets |
Which fields in the Incidents tool can be configured as required, optional, or hidden? |
|
Inspections |
Unassociated, Quality, Safety, and Commissioning |
Which fields in the Inspections 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? |