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Procore

What are custom fields and which Procore tools support them?

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

This functionality is available to Admins in the Company level Admin tool and is separate from 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.
Note: Currently, custom fields created for the Documents tool cannot be marked as required, and will be optional for data entry. 

Supported Tools

Currently, the following Project level tools in Procore support custom fields.

 

Tool Sections Available to Configure with Custom Fields Number of Fields Available per Fieldset

Correspondence*

  • Correspondence Type
10

Daily Log

  • Manpower
  • Notes
  • Visitors
5
Drawings
  • Drawing Revisions
    Note: 
    When a new revision is uploaded to a drawing in the project's Drawings tool, any responses to the item's custom field(s) will be removed on the revision.
10
Documents 
  • General Information
10

Incidents

  • Incident Item
  • Injury/Illness Record
  • Property Damage Record
  • Environmental Record
  • Near Miss Record
  • Witness Statement
  • Action
10

Inspections

  • General Information
10

Observations

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

Punch List

  • Punch Item
10
Specifications
  • Specification Section Revisions
    Note: 
    When a new revision is uploaded to a specification in the project's Specifications tool, any responses to the item's custom field(s) will be removed on the revision.
10

 

*Limited access: The Correspondence tool is currently not available on all accounts. Please contact your Procore Account Manager for more information.