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Procore

Which fields in the Action Plans tool can be configured as required, optional, or hidden?

Background

Certain fields in the Action Plans tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark green-check.png indicates the possible settings for the field. 
  • A RED 'x' red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the project's Action Plans tool. 

Field Name Required Optional Hidden
Action Plan Approvers green-check.png green-check.png green-check.png
Completed Action Plan Receivers green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Name green-check.png red-x.png red-x.png
Plan Manager green-check.png green-check.png green-check.png
Private red-x.png green-check.png red-x.png
Status green-check.png red-x.png red-x.png
Type green-check.png red-x.png red-x.png

See Also