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Procore

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

Background

Certain fields in the Observations tool can be configured as required, optional, or hidden. For example, if you want to make comments 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. See ​​​​​Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for observations created using the following types:

Note:

  • A GREEN checkmark green-check.png indicates the field can be configured to this setting. 
  • 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.

Commissioning

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png green-check.png green-check.png
Type green-check.png red-x.png red-x.png

Environmental

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png green-check.png green-check.png
Type green-check.png red-x.png red-x.png

Quality

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png green-check.png green-check.png
Type green-check.png red-x.png red-x.png

Safety

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png green-check.png green-check.png
Type green-check.png red-x.png red-x.png

Warranty

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png red-x.png red-x.png
Type green-check.png red-x.png red-x.png

Work to Complete

Field Name Required Optional Hidden
Assignee green-check.png green-check.png red-x.png
Attachments green-check.png green-check.png green-check.png
Contributing Behavior green-check.png green-check.png green-check.png
Contributing Condition green-check.png green-check.png green-check.png
Description green-check.png red-x.png red-x.png
Distribution green-check.png green-check.png green-check.png
Due Date green-check.png green-check.png red-x.png
Hazard green-check.png green-check.png green-check.png
Location green-check.png green-check.png green-check.png
Number green-check.png red-x.png red-x.png
Priority green-check.png green-check.png green-check.png
Private green-check.png red-x.png red-x.png
Spec Section green-check.png green-check.png green-check.png
Status green-check.png red-x.png red-x.png
Title green-check.png red-x.png red-x.png
Trade green-check.png green-check.png green-check.png
Type green-check.png red-x.png red-x.png

See Also