Configure Custom Fields for the Procore Analytics Risk Report

Create Custom Fields for a Configurable Fieldset

There are two ways to create new custom fields to use on projects. Choose one of the following:

• Option 1: To create custom fields that you can add to fieldsets later, see Create Custom Fields from the Custom Fields Tab. 
• Option 2: To create custom fields while in a fieldset on the Fieldsets tab, see Create Custom Fields Within a Fieldset.
  Note: You will need to identify if you already have existing Fieldsets that you want to add your new custom fields to OR if you will need to create a new Fieldset. See Create New Configurable Fieldsets for help with creating fieldsets. If you are creating new fieldsets, this will need to be done for of the followng tools: 
  • RFIs
  • Submittals
  • Correspondence
  • Daily Logs (Manpower and Notes)
  • Observations
  • Incidents
  • Inspections
  • Punch List
  • Prime Contracts
  • Commitments

  Option 1: create custom fields from the custom fields tab

  1. Click the Custom Fields tab. 
     
  2. Click + Create.
  3. Enter 'Risk Impact' for Field Name. 
  4. Choose Single Select (Dropdown) for the Field Type.
  5. Under Options, enter each of the following values in its own Name field. 
     • 1 - Very Low
     • 2 -  Low
     • 3 - Medium
     • 4 - High
     • 5 - Very High
  6. Click Create.
     The new field is added to the Custom Fields page.
     Note: The field must be added to a fieldset to be applied to a project. 
  7. Repeat steps 2 through 6 to create custom fields for "Risk Probability", "Risk Status", and "Risk Notes". 
     
     
  8. To add custom fields to an existing confirgurable fieldset:
     1. Click the Fieldsets tab. 
     2. Click Edit next to the fieldset you want to add the custom fields to.
     3. Scroll toward the bottom of the page and click Add Custom Field. 
     4. Click Choose From Existing. 
     5. Click Add next to the custom field you want to add to the fieldset. 
     6. Click Add to confirm adding the field.
        • Click the toggle to the ON  position to make the custom field visible in the section.
          OR
          Click the toggle to the OFF  position to hide the custom field in the section.
        • Mark the 'Required' checkbox to designate the custom field as required.
          OR
          Clear the 'Required' checkbox to designate the custom field as optional.
     7. Optional: Click and drag on the reorder grip  icon to rearrange the order that the custom fields will appear on a fieldset.
        Note: Procore Standard fields cannot be reordered, but remember to keep all other custom fields in the same order across all fieldsets for consistency.
     8. Click Save to save your changes to the configurable fieldset.
     9. If the fieldset is already applied to one or more projects, click Apply to Existing.
        OR
        If you have just created a new fieldset, click Assign Projects and begin at step 3 in the Apply a Fieldset with Custom Fields to Projects section below.

  Option 2: Create Custom Fields Within a Fieldset

  1. Click the Fieldsets tab.
  2. Click Edit next to the fieldset you want to add the custom fields to.
     OR
     Click Create New to create a new fieldset. See Create New Configurable Fieldsets.
  3. Scroll toward the bottom of the page and click Add Custom Field.

      Tip

     Custom fields can be added to custom sections on supported tools. See Create Custom Sections and What are custom sections and which Procore tools support them?  Optional: You can add a new section labeled "Risk Management" to the fieldset. Keeping the risk fields organized in a section will create consistency and clarity across your configuration. They should always be configured in the same order for consistency. 

  4. Click Create New.
  5. Enter 'Risk Impact' for Field Name. 
  6. Choose Single Select (Dropdown) for the Field Type.
  7. Under Options, enter each of the following values in its own Name field . 
     • 1 - Very Low
     • 2 -  Low
     • 3 - Medium
     • 4 - High
     • 5 - Very High
  8. Click Create.
     Note: The field will automatically be added to the bottom of the fieldset.
  9. Click the toggle to the ON  position to make the custom field visible in the section.
     OR
     Click the toggle to the OFF  position to hide the custom field in the section.
  10. Mark the 'Required' checkbox to designate the custom field as required.
      OR
      Clear the 'Required' checkbox to designate the custom field as optional.
  11. Click Save to save your changes to the configurable fieldset.
  12. If the fieldset is already applied to one or more projects, click Apply to Existing.
      OR
      If you have just created a new fieldset, click Assign Projects and begin at step 3 of the Apply a Fieldset with Custom Fields to Projects section below.
  13. Optional: Click and drag on the reorder grip  icon to rearrange the order that the custom fields will appear on a fieldset.
      • Note: Procore Standard fields cannot be reordered, but remember to keep all other custom fields in the same order across all fieldsets for consistency.
  14. Repeat steps 1 through 12 to create custom fields for "Risk Probability", "Risk Status", and "Risk Notes". 

  Apply a Fieldset to Projects 

  1. Click the Fieldsets tab.
  2. Click the link in the Assigned Projects column for the fieldset you want to apply to projects.
  3. Mark the checkboxes next to the projects you want to assign the fieldsets to.
     OR
     Click Select All to select all projects.
     
  4. Click Update.
  5. Click Confirm to confirm that you want to apply the fieldsets to the selected projects.
     Note: Procore's default fieldsets in the selected projects will be replaced with the fieldsets you configured.
  6. Optional: You can set any configurable fieldset as the default for new projects.
     If you want to set a fieldset as the default for new projects:
     1. Click the vertical ellipsis  icon across from the fieldset.
     2. Click Set as New Project Default.