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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' 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 fieldset you want to modify.
  4. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click on the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click on the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' checkbox to designate a field as required or optional.
      A marked checkbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  5. Click Save to confirm your changes.

See Also

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