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What are configurable fieldsets and which Procore tools support them?

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.

Notes:

  • You can configure fields for the Create and 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.
  • If a field that is not currently supported on the Procore mobile app is marked as 'Required,' the unsupported field will not appear on the mobile app and the item can still be submitted without the required field. Items created and edited on the web application will still require the 'Required' fieldset regardless of whether the field is supported on the mobile app.

Prerequisites

See Create New Configurable Fieldsets OR click here to view the steps.

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
  3. Click the Fieldsets tab.
    admin-fieldsets-tab.png
    Note: Tools without other settings in the Company level Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. In the 'Create Fieldset' window, enter a name for the fieldset and click Create.
  6. On the 'Edit Fieldset' page, each field name has the following options:
    • Click the toggle to the ON icon-toggle-on.png position to make the field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the field in the section.
      Note: A  icon indicates that the field is visible by default and cannot be changed to hidden.
    • Mark the 'Required' checkbox to designate the field as required.
      OR
      Clear the 'Required' checkbox to designate the field as optional.
      Notes:
      • Fields without a checkbox are optional by default and cannot be changed to required.
      • A gray marked checkbox  indicates that the field is required by default and cannot be changed to optional.
  7. Click Save.
  8. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
    • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
    • In the 'Apply changes to [#] project(s)?' window, click Confirm.
  9. Optional: To set a fieldset as the default for new projects, click the  icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.
     Note
    Projects created from a project template that includes fieldsets will inherit the fieldsets from the project template instead of your company's default fieldsets. See Configure a Project Template.

Supported Tools

The following Procore tools support configurable fieldsets:

Tool Fieldsets Available to Configure List of Fields
Admin (Project level) Project fieldset 
Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Default Project Fieldset.
Which fields on the project page can be configured as required, optional, or hidden?
Coordination Issues General Information fieldsets Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?
Commitments (Contracts) Purchase Orders and Subcontracts fieldsets Which fields in the Commitments tool can be configured as required, optional, or hidden?
Correspondence Correspondence Type fieldsets
Note: Each of your company's custom correspondence types has its own fieldset.
Which fields in the Correspondence tool can be configured as required, optional, or hidden?

Daily Log

Manpower Log, Notes Log, Daily Construction Report Log, Observed Weather Conditions, and Visitor Log fieldsets

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?

Documents (Project Documents) Documents fieldsets
Note: Currently, the only changes available for a Documents fieldset are adding or removing custom fields.
Which fields in the Documents tool can be configured as required, optional, or hidden?
Drawings Drawing Revision fieldsets Which fields in the Drawings tool can be configured as required, optional, or hidden?

Incidents

IncidentInjury/Illness, Property Damage, EnvironmentalNear Miss, Witness Statement, and Action fieldsets

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

Inspections

Unassociated, Quality, Safety, Commissioning, and Environmental fieldsets
Note: Each of your company's custom Inspection Types will have its own fieldset.

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

My Time 1 My Time fieldsets Which fields in the My Time tool can be configured as required, optional, or hidden?

Observations
 

Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete fieldsets

 

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

Prime Contracts (Contracts) Prime Contracts fieldsets Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?

Punch List

Punch 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? 

Specifications Specification Section Revision fieldsets Which fields in the Specifications tool can be configured as required, optional, or hidden?
Submittals Submittal Log fieldsets Which fields in the Submittals tool can be configured as required, optional, or hidden?
 T&M Tickets General Information, Labor, Material, and Equipment fieldsets Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?
Timesheets Timesheets fieldsets Which fields in the Timesheets tool can be configured as required, optional, or hidden?

This functionality is only available when your company is licensed for Procore's Field Productivity tools.