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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' permission 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. Across from each field name you want to edit the configuration for, click one of the following options:
    • Required: The field will be required.
    • Optional: The field will be optional.
    • Hidden: The field will be hidden.

      required-optional-hidden.png

      Notes: 
      • If a project is created from a project template that includes a value for a field that is 'Hidden,' then that value will not be added to the project.
      • If you are unable to click an option, this indicates it is a Procore default that cannot be modified.

        required-fieldset-default.png
         
  5. Click Save to confirm your changes.

See Also

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