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Procore

Get Started with Custom Tools

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 Note: Custom Solutions is an Add-On Service
Please reach out to your Procore point of contact if you are interested in the services that Custom Solutions provides. If you would like a time estimate for a specific request, please ask the Custom Solutions representative when submitting your request.

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.
customtools.png

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
Field Option Screenshot Field Type Field Description

Title

 customtools_title.png

Text

Enter up to 255 alphanumeric characters.

#

 customtools_number.png

Alphanumeric

Enter an unlimited number of alphanumeric characters.

Rev

 customtools_rev.png

Text

Enter a number or letter.

Created By

 customtools_createdby.png

Prefilled Value

Displays the name of the user who clicked the Create button.

Created Date

 customtools_createddate.png

Prefilled Value

Displays a date stamp that shows the date the item was created.

Due Date

 customtools_duedate.png

Drop-down calendar control

Select one (1) date from a drop-down calendar control.

Assigned To

 customtools_assignedto.png

Drop-down list (single-select)

Select one (1) user from a list of users with 'Standard' permission or above.

Schedule Impact

 customtools_scheduleimpact.png

Number (in days)

Enter a number to represent a number of days.

Cost Impact

 customtools_costimpact.png

Decimal (USD only)

Enter a number in a decimal format.

Location

 customtools_location.png

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

 customtools_costcode.png

Drop-down list (single-select)

Select a cost code from the project's cost code list.

Status

 customtools_status.png

Status

Select Open or Closed.1

Attachments

 customtools_attachments.png

File Uploader

Upload multiple attachments.

Assignee's Response

 customtools_response.png

Status

Displays a status of Considered Resolved or Pending.

Spec Section

 customtools_specsection.png

Drop-down list (single-select)

Select from a list of specifications that have been added to the project's Specifications tool

Private

 customtools_private.png

Checkbox

Place a mark in the checkbox to indicate an affirmative state.
Remove the mark from the checkbox to indicate a negative state. 
Description customtools_description.png 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.

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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
Create an item green-checkmark.png green-checkmark.png
Edit an item green-checkmark.png
View an item green-checkmark.png green-checkmark.png green-checkmark.png
Delete an item green-checkmark.png

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