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Procore

Configure Punch List Fieldsets

Objective

To configure fieldsets for the Punch List tool.

Background

fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit a punch list item. In Procore, you can customize which fields are required, optional, or hidden in the Punch List tool. To view a list of the configurable fields, see Which fields can be configured as required, optional, or hidden in the project's Punch List tool?

Using the Steps detailed below, one (1) of two (2) configuration types 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 punch 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 Permission:
    • 'Admin' level permission on the company's Admin tool. 
  • Additional Information:
    • By default, your configured punch list fieldsets are applied only to new projects.
    • If you choose to apply fieldsets to existing projects, they are accessible on Procore's web and mobile applications.

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Tools Settings, click Punch List.
  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:
    For more info, see Which fields can be configured as required, optional, or hidden in the project's Punch List tool?
    • 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 your project selections.
        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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