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Procore

Configure Punch List Fieldsets

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

COMING SOON!

Objective

To configure punch list fieldsets.

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 Fieldsets.
  4. Do the following:
    1. Locate the fieldset that you want to configure. Then click Edit
    2. Next to each Field Name, click one of these options:

      defaults-company-procore.png
       
  5. Click Update.
  6. Choose one (1) of these options to apply the new setting(s):
    • If you want to apply the new setting(s) to new projects, click Update. The system will apply the new settings only to new Procore projects. 
      OR
    • If you want to apply the new setting(s) to existing projects, click Manage Projects. Then:
      • To select all existing project, mark the Select All checkbox.
        OR
      • To select one or more existing project(s), mark the checkbox(es) that correspond to the projects that you want.
      • Click Update to open a confirmation window.
      • Click Update to confirm your project selection(s).

See Also

 

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