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Procore

Admin: Configurable Fieldsets for the Daily Log Tool

 Feature Announced: April 23, 2019
Feature Released: May 15, 2019

Configure Fields as Required, Optional, or Hidden in the Daily Log Tool 

Procore now allows users with 'Admin' permissions to the Company Admin tool to configure fieldsets for sections in the Daily Log tool. A fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit an item.

Once applied to a project, these configured fieldsets will override Procore's default fieldsets for that section. When team members create an entry in the Daily Log, they will see the fieldsets as they were configured for your company. See Configure Daily Log Fieldsets.

Overview 

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The Manpower, Notes, and Daily Construction Report sections can have certain fields configured. This means you will be able to mark certain fields as required or optional, or hide them from view. See Which fields in the Daily Log tool can be configured as required, optional, or hidden?
 


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Once fieldsets have been configured for a section, you will need to apply the settings to one or more projects to see the changes in the Daily Log. See Add Configured Daily Log Fieldsets to Projects and Edit Configured Daily Log Fieldsets.

If you want a project to show the Procore Default options for certain fieldsets again, you can remove the project(s) from the selection to return to the default configured fieldsets. See Remove Configured Daily Log Fieldsets from Projects.

New Workforce Labor Tracking Types

There are six additional workforce labor types that can be added to the Daily Construction Report in the Daily Log: Women, Veteran, Minority, First-Year Apprentice, Local (City), and Local (County).

In order to track hours for these additional workforce labor types, these fields must first be configured in Daily Log section of the Company Admin tool, and then applied to one or more projects. See How do I enable additional workforce labor types for the Daily Log?