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Procore

Create a Default Project Fieldset

Objective

To configure which fields on the Create and Update project pages are required, optional, or hidden.

Background

Users with 'Admin' permission to the Company level Admin tool can designate certain fields for project creation as Required, Optional, or Hidden. This can be configured from the Fieldset tab in the Company level Admin tool, under Project Settings. See Which fields on the create or update project page can be configured as required, optional, or hidden?

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Project Settings', click Fieldset.

    fieldset-tab-company-admin-project-settings.png
     
  3. Click Edit next to the name of the project fieldset.
  4. On the 'Edit Fieldset' page, each field name has the following options:
    • Click the toggle to the ON icon-toggle-on.png position to make the field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the field in the section.
      Note: A  icon indicates that the field is visible by default and cannot be changed to hidden.
    • Mark the 'Required' checkbox to designate the field as required.
      OR
      Clear the 'Required' checkbox to designate the field as optional.
      Notes:
      • Checkboxes only display for visible fields that can be configured as required or optional. 
      • A gray marked checkbox  indicates that the field is required by default and cannot be changed to optional.
  5. Click Save.
  6. In the window, click Confirm.

See Also