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What are custom fields and which Procore tools support them?

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Answer

Custom fields are additional fields that can be added and customized in the Company level Admin tool for certain Project level tools in Procore through configurable fieldsets. See What are configurable fieldsets and which Procore tools support them?

This functionality is separate from custom fields that can be created in the project's Meetings, Submittals, and RFIs configure settings pages and separate from the custom fields that can be added by the Custom Solutions team as an add-on service. See Get Started with Custom Fields from the Custom Solutions Team.

When creating a custom field, you will need to select a field type from the drop-down menu (such as Plain Text, Number, Checkbox, Single Select, or Multi Select). You can then mark the custom field as Required, Optional, or Hidden to control how it appears on projects. See Create New Custom Fields.

For information on how to retrieve configurable fieldsets via the Procore API, see List Configurable Fieldsets on the Procore Developers Center.

Supported Tools

The following Project level tools support custom fields created in the Company level Admin tool.

Tool Fieldsets Available to Configure with Custom Fields Number of Custom Fields Allowed per Fieldset

Coming Soon  Admin (Project Level)*

 Project
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.		 15

Correspondence
  • Correspondence Type
    Note: Each of your company's custom correspondence types has its own fieldset.
 15

Daily Log
  • Manpower Log
  • Notes Log
  • Visitors Log
 5
Drawings
  • Drawing Revision
    Note:     Any data entered for custom fields on a drawing revision is specific to the revision it was added to. It does not carry over to older or newer drawing revisions. 
 10
Documents (Project Documents)
  • Documents
    Note:     Custom fields created for the Documents tool cannot be marked as required and will be optional for data entry. 
 10

Incidents
  • Incident
  • Injury/Illness
  • Property Damage
  • Environmental
  • Near Miss
  • Witness Statement
  • Action
 15

Inspections
  • Unassociated
  • Quality
  • Safety
  • Commissioning
  • Environmental
    Note: Each of your company's custom Inspection Types will have its own fieldset.
 10

Observations
  • Commissioning
  • Environmental
  • Quality
  • Safety
  • Warranty
  • Work to Complete
 10

Punch List
  • Punch Item
 10

RFIs
  • RFI
 10
Specifications
  • Specification Section Revision
    Note:     When a new revision is uploaded to a specification in the project's Specifications tool, any data in the item's custom field(s) will be blank on the revision.
 10

Submittals
  • Submittal Log
 10
T&M Tickets
  • General Information
  • Labor
  • Materials
  • Equipment
  • Subcontractors
 10

*Limited release: This feature is being released in phases and may not be available in your Procore account at this time. Please reach out to your Procore point of contact for more information.

See Also