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Procore

What are configurable fieldsets and which Procore tools support them?

Answer

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?

Incidents
Incident and Injury record fieldsets

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?

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

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

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?

RFIs
RFI fieldsets

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?