Get Started with Custom Tools

Objective

To provide you with examples illustrating how you can work with the Custom Solutions Team to develop a custom tool for the Procore web application. 

About Custom Tools

Procore offers a wide variety of construction management tools for use at the Company and Project levels (e.g,. Commitments, Submittals, RFIs, and so on). Although most construction management tasks can be performed using one of the available tools, some customers choose to build a custom tool. In Procore, a custom tool is a generic, pre-built tool that can be enabled for your company account or for one or more projects. When creating a custom tool, the Custom Solutions Team can also work with you to incorporate other add-on services, including custom fields, custom forms, and custom workflows.

EXAMPLES

Some examples showing how your company might work with the Custom Solutions Team to build a custom tool include:

• Notice Management
  If you are responsible for managing a project's legal notices (e.g., Preliminary Notice, Notice of Compliance, Notice of Stop Work, Notice of Intent to Lien (NOI), and so on), you can create a custom tool to streamline the letter creation process and to capture important information about correspondence.
• Equipment Check Out
  If you are responsible for managing the use of equipment on a project, you might want to create an equipment checkout tool. This provides you with a place to log persons requesting the use of your equipment. For example, you might want to create a tool to capture the borrowers name, equipment make and model, check in/out dates, and detail about the items physical condition upon return. 

Available Fields for a Custom Tool

The following illustration describes the fields that are available when building a custom tool with the Custom Solutions Team. For your custom tool, you can opt to remove any of these fields as required.

Field Option	Screenshot	Field Type	Field Description
Title		Text	Enter up to 255 alphanumeric characters.
#		Alphanumeric	Enter an unlimited number of alphanumeric characters.
Rev		Text	Enter a number or letter.
Created By		Prefilled Value	Displays the name of the user who clicked the Create button.
Created Date		Prefilled Value	Displays a date stamp that shows the date the item was created.
Due Date		Drop-down calendar control	Select one (1) date from a drop-down calendar control.
Assigned To		Drop-down list (single-select)	Select one (1) user from a list of users with 'Standard' permission or above.
Schedule Impact		Number (in days)	Enter a number to represent a number of days.
Cost Impact		Decimal (USD only)	Enter a number in a decimal format.
Location		Drop-down list (single-select)	Select an existing location from the list in the project's Admin tool or create a new location.
Cost Code		Drop-down list (single-select)	Select a cost code from the project's cost code list.
Status		Status	Select Open or Closed.1
Attachments		File Uploader	Upload multiple attachments.
Assignee's Response		Status	Displays a status of Considered Resolved or Pending.
Spec Section		Drop-down list (single-select)	Select from a list of specifications that have been added to the project's Specifications tool
Private		Checkbox	Place a mark in the checkbox to indicate an affirmative state. Remove the mark from the checkbox to indicate a negative state.
Description		Text	Enter an unlimited number alphanumeric characters and apply basic character and paragraph formatting.

¹ If the custom tool does NOT have a custom workflow, you can add additional statuses using the tool's Configure Settings page. Tools with custom workflows can only have the Open or Closed status. 

Custom Tool Permissions

The following table shows you which user permission levels can perform tasks using a custom tool. 

Task	None	Read Only	Standard	Admin
Create an item
Edit an item
View an item
Delete an item

See Also

• Custom Tools: FAQ 
• Request Services from Custom Solutions