Skip to main content
Procore

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. 

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

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

IncidentInjury/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?