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Procore

What are custom fields and which Procore tools support them?

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.

When creating a custom field, you must 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.

 Tip

Interested in building a custom app or integration using the Procore API? Procore's API endpoints respect the custom fields that you create in the Procore web application. All the tools listed in the table below also support custom fields through the API. To learn more, visit the Procore Developers enter at icon-external-link.png developers.procore.com. We also recommend these resources: icon-external-link.png Working with Configurable Fieldsets and icon-external-link.png List Configurable Field Sets

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

Admin (Project Level)

15

Change Events (Change Management)

  • Change Events
10

Beta  Change Orders (Commitments & Prime Contracts)

  • Change Orders
    Note:
     The Change Orders fieldset only impacts contracts when the Commitments & Prime Contracts tools are configured to use the one (1)-tier change order configuration setting. 
30
Client Contracts 1
  • Client Contracts
30

Commitments (Contracts)

  • Purchase Orders
  • Subcontracts
30

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
10
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
Funding 2
  • Fundings
30

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
Invoicing
  • Attachments
  • Billing Date
  • Billing Period
  • Invoice #
  • Overall Comments
  • Payment date
  • Period End
  • Period Start
  • Status
  • Submitted Date
10
 My Time General Information 10

Observations

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

Prime Contracts (Contracts)

  • Prime Contracts
30
Progress Billings 2
  • Attachments
  • Billing Date
  • Billing Period
  • Invoice #
  • Overall Comments
  • Payment date
  • Period End
  • Period Start
  • Status
  • Submitted Date
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
Timesheets
  • General Information
10

1 The Client Contracts and Progress Billings tools are only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?

The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What dictionaries and languages are available in the Procore web application?