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Procore

Configure Daily Log Fieldsets

Objective

To configure fieldsets for sections of the Daily Log tool.

Background

A fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit an entry in the Daily Log. There are two types of configurations that can be applied to each field set: 

  • Procore Default. These are the default settings and specify whether data entry is optional, required, or hidden from view when creating or editing a Daily Log entry
  • Company Default. If you choose to use the steps below to configure a company-specific fieldset, these will be applied to all new projects and any existing projects that you specify.  

See Which fields in the Daily Log tool can be configured as required, optional, or hidden?

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.
    • Fieldsets for the following sections in the Daily Log tool are able to be configured:
      • Manpower
      • Notes
      • Daily Construction Report
        Note: By default, the following labor types are not included in the Daily Construction Report. In order to have them available for use in a project, you will need to mark them as 'Required' or 'Optional' and then apply the settings to one or more projects. See How do I enable additional workforce labor types for the Daily Log?
        • Women
        • Veteran
        • Minority
        • First-Year Apprentice
        • Local (City)
        • Local (County)

Steps

  1. Navigate to the company's Admin tool. 
  2. Under 'Tool Settings,' click Daily Log.
  3. Click Edit next to the category you want to configure fieldsets for.
  4. Across from each Field Name you want to configure, click one of the following options:
    • Required: This will become a required field.
    • Optional: This will become an optional field. 
    • Hidden: This field will not be included in the section.

      configure-selectable.png

      Note: If you are unable to click an option, this indicates it is a Procore default that cannot be modified.

      grayed-out.png
       
  5. Click Update.
  6. Choose one of the following options to apply the new configurations:
    • If you want to apply the configured fieldsets to only new projects, click Update.
      OR
    • If you want to apply the configured fieldsets to existing projects, click Manage Projects
      Complete the following:
      • To select all existing projects, mark the Select All checkbox.
        OR
        To select one or more existing projects, mark the checkbox(es) next to the projects you want to apply the settings to.

      • Click Update.
      • Click Update to confirm you want to apply the settings to the selected projects.
        Note: The value in the 'Configuration Type' column of the Fieldsets page changes from Procore Default to Company Default to indicate that you have applied the new custom settings to the number of projects shown in the 'Active Overview' column.

See Also

 

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