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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 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.

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

Correspondence*

  • Correspondence Type
    Note: Each of your company's custom Correspondence Types will have its own fieldset.
15

Daily Log

  • Manpower Log
  • Notes Log
  • Visitors Log
5
Drawings
  • Drawing Revision
    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 (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
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

Coming Soon  Submittals**

  • Submittal Log
10
COMING SOON T&M Tickets***
  • General Information
  • Labor
  • Materials
  • Equipment
10

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

**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.

***Coming soon. Custom fields are not yet available in the T&M Tickets tool. This is scheduled for an upcoming release.