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Procore

Configure Observation Fieldsets

Objective

To configure an observation fieldset.

Background

Admin users can configure fieldsets and field options for the Observations tool. This determines what fields and options are available for project team member's using the Observations tool. 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 item. A field option is a selection that appears in a drop-down list in the Observations tool.

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 an item.
  • 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. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • Once added to your project(s), configured observation fieldsets are accessible on Procore's web and mobile applications.
    • By default, your configured observations fieldsets will apply to all new projects. See How will configured fieldsets affect my existing projects?
    • Fieldsets for the following categories in the Observations tool are able to be configured:
      • Safety
      • Quality
      • Warranty
      • Work to Complete
      • Commissioning
      • Environmental

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings,' click Observations.
  3. Click the Fieldsets tab. 
  4. Click Edit next to the category you want to configure fieldsets for.
  5. Across from each field 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
       
  6. Click Update.
  7. 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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