What are custom sections and which Procore tools support them?
Answer
Custom sections are created in configurable fieldsets using custom fields. A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden, depending on your company's needs. 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? and What are custom fields and which Procore tools support them?
| Tool | Fieldsets Available to Configure with Custom Sections |
|---|---|
|
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. |
| Action Plans |
Action Plan Type |
|
Change Events (Change Management) |
Change Events |
| Client Contracts 1 | Client Contracts |
|
Commitments (Contracts) |
Purchase Orders and Subcontracts |
| Correspondence | Correspondence Type Note: Each of your company's custom correspondence types has its own fieldset. |
| Funding 2 | Fundings |
| Inspections | Inspection Type Note: Each of your company's custom inspection types has its own fieldset. |
|
RFIs |
RFI |
| Submittals | Submittal Log |
|
Prime Contracts |
Prime Contracts |
1 The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
2 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 tool names and terms are different in Procore for general contractors, owners, and specialty contractors?