Skip to main content
Procore

Apply Configurable Fieldsets to Projects

Objective

To apply configurable fieldsets that have been created in the Company level Admin tool to one or more projects in Procore.

Background

A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. See What are configurable fieldsets and which Procore tools support them?

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • By default, configured fieldsets are only applied to new projects. However, you can select which projects to apply them to.
    • Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.
    • If you want to configure fieldsets for specific tools, see What are configurable fieldsets and which Procore tools support them?

Prerequisites

See Create New Configurable Fieldsets OR click here to view the steps.  

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
  3. Click the Fieldsets tab.
    admin-fieldsets-tab.png
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. Enter a name for the fieldset.
  6. Click Create.
  7. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click on the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click on the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' checkbox to designate a field as required or optional.
      A marked checkbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Click Save.
  9. Optional: You can set any configurable fieldset as the default for new projects.
    To set a fieldset as the default for new project, click Set as Default in the 'Default for New Projects' column.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to view fieldsets for.
  3. Click the Fieldsets tab.
    Note: Tools without other settings in the Admin tool will open to this page automatically. 
  4. Locate the configurable fieldset you want to apply to projects.
    Note: To search for a project name or project number, enter it into the 'Search' box.
  5. Click the fieldset's link in the 'Assigned Projects' column.

    Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in the account.
  6. Mark the checkboxes next to the projects you want to add the fieldsets to.
    OR
    Mark the checkbox next to 'Select All' to select all projects.
  7. Click Update.

See Also