Manage Fieldsets

Edit a Fieldset

1. On the Fieldset you want to edit, click the Edit icon.

2. The Edit Fieldset screen appears, where you can make your changes.

3. Click Save Changes.

Copy a Fieldset

Note: This is a quick way to create a new fieldset that is similar to an existing one. You can also copy the Procore Default fieldset to use it as a starting point for a new Custom Fieldset.

1. On the Fieldset you want to duplicate, click the Copy icon.

2. In the Copy Fieldset screen, assign a new name for the fieldset and select the checkbox to include custom fields and sections of the copied Fieldset.

3. Click Create a Copy.

Delete a Fieldset

Note: You cannot delete a fieldset if it is currently assigned to any asset type or subtype in your hierarchy.

1. On the Fieldset you want to delete, click the Delete icon.

2. A confirmation screen appears stating that the action cannot be undone and all values associated with the selected asset type will be lost.

3. Click Delete to confirm deletion of the fieldset.