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 (for example, 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 borrower's name, equipment make and model, check in/out dates, and detail about the item's 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.
Tip
- If you would like to enhance your custom tool, you can also complete a custom solutions request to:
- Add any of the custom fields listed in Get Started with Custom Fields.
- Add a custom form as described in Get Started with Custom Forms.
- Add a custom workflow as described in Get Started with Custom Workflows.
Field Option | Screenshot | Field Type | Field Description |
---|---|---|---|
Title |
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Text |
Enter up to 255 alphanumeric characters. |
# |
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Alphanumeric |
Enter an unlimited number of alphanumeric characters. |
Rev |
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Text |
Enter a number or letter. |
Created By |
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Prefilled Value |
Displays the name of the user who clicked the Create button. |
Created Date |
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Prefilled Value |
Displays a date stamp that shows the date the item was created. |
Due Date |
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Drop-down calendar control |
Select one (1) date from a drop-down calendar control. |
Assigned To |
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Drop-down list (single-select) |
Select one (1) user from a list of users with 'Standard' permission or above. |
Schedule Impact |
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Number (in days) |
Enter a number to represent a number of days. |
Cost Impact |
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Decimal (USD only) |
Enter a number in a decimal format. |
Location |
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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 |
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Drop-down list (single-select) |
Select a cost code from the project's cost code list. |
Status |
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Status |
Select Open or Closed.1 |
Attachments |
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File Uploader |
Upload multiple attachments. |
Assignee's Response |
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Status |
Displays a status of Considered Resolved or Pending. |
Spec Section |
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Drop-down list (single-select) |
Select from a list of specifications that have been added to the project's Specifications tool |
Private |
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Checkbox |
Place a mark in the checkbox to indicate an affirmative 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.
Tip
- If an item is marked as 'Private,' only the item's Creator, the 'Assigned To' person, and users granted 'Admin' permission can view it.
Note: Granular permissions are now available for custom tools.
Task | None | Read Only | Standard | Admin |
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Create an item | ![]() |
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Edit an item | ![]() |
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View an item | ![]() |
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Delete an item | ![]() |