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Procore

Create New Custom Fields

Objective

To create custom fields that can be used for project tools in Procore.

Background

Custom fields can be created for certain tools in Procore to allow for additional information to be filled out when creating or editing items. Similar to most fields in Procore, custom fields can be reported on in the Company and Project level Reports tools.

Things to Consider

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create custom fields for.
  3. Create Custom Fields for a Configurable Fieldset
  4. Apply a Fieldset to Projects

Create Custom Fields for a Configurable Fieldset

There are two ways to create new custom fields to use on projects. Choose one of the following:

Option 1: Create Custom Fields from the Custom Fields Tab

  1. Click the Custom Fields tab. 
    admin-dl-custom-fields.png
  2. Click + Create.
  3. Complete the following information for the new field:
    • Field Name: Enter a name for the field.
    • Field Type: Select the type of field you want to create.
      Note: Certain field types may not be available for all tools.
      • Checkbox: The field will be a checkbox that can be marked or cleared.
      • Company: The field will be a drop-down menu that allows users to select a Company from the Project Directory.
      • Date: The field will allow the user to select a calendar date.
      • File Uploads: The field will allow attachments to be added from supported tools in Procore or the user's computer.
      • Multi Select: The field will be a drop-down menu that allows users to select multiple values.
      • Number: The field will allow a number value to be entered.
      • Plain Text (Short): The field will be a free text field.
      • Project Directory User (Multi Select): The field will be a drop-down menu that allows users to select one or more users from the Project Directory.
      • Project Directory User (Single Select): The field will be a drop-down menu that allows users to select a user from the Project Directory.
      • Read Only Entry: The field will allow you to type a message, such as instructions, in the text box, which will be visible on an item.
      • Rich Text (Long): The field will be a rich text field that supports paragraphs to allow longer responses and bold, italic, and underlined text.
      • Single Select (Dropdown): The field will be a drop-down menu that allows users to select one value.
      • Tool User (Single Select): The field will be a drop-down menu that allows users to select a user with 'Read Only' or higher permissions to the tool.
  4. Click Create.
    The new field is added to the Custom Fields page.
    Note: The field must be added to a fieldset to be applied to a project.
  5. To add custom fields to an existing configurable fieldset:
    1. Click the Fieldsets tab.
    2. Click Edit next to the fieldset you want to add the custom fields to.
    3. Scroll toward the bottom of the page and click Add Custom Field.
       Tip
      Custom fields can be added to custom sections on supported tools. See Create Custom Sections and What are custom sections and which Procore tools support them?
    4. Click Choose From Existing.
    5. Click Add next to the custom field you want to add to the fieldset.
    6. Click Add to confirm adding the field.
    7. Click the toggle to the ON icon-toggle-on.png position to make the custom field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the custom field in the section.
    8. Mark the 'Required' checkbox to designate the custom field as required.
      OR
      Clear the 'Required' checkbox to designate the custom field as optional.
    9. Click Save to save your changes to the configurable fieldset.
    10. If the fieldset is already applied to one or more projects, click Apply to Existing.
      OR
      If you have just created a new fieldset, click Assign Projects and begin at step 3 in the Apply a Fieldset with Custom Fields to Projects section below.
    11. Optional: Click and drag on the reorder grip icon-reorder-grip.png icon to rearrange the order that the custom fields will appear on a fieldset.
      Note: Procore Standard fields cannot be reordered.

Option 2: Create Custom Fields Within a Fieldset

  1. Click the Fieldsets tab.
  2. Click Edit next to the fieldset you want to add the custom fields to.
    OR
    Click Create New to create a new fieldset. See Create New Configurable Fieldsets.
  3. Scroll toward the bottom of the page and click Add Custom Field.
     Tip
    Custom fields can be added to custom sections on supported tools. See Create Custom Sections and What are custom sections and which Procore tools support them?
  4. Click Create New.
  5. Complete the following information for the new field:
    • Field Name: Enter a name for the field.
    • Field Type: Select the type of field you want to create.
      Note: Some field types may not be available for all tools.
      • Checkbox: The field will be a checkbox that can be marked or cleared.
      • Company: The field will be a drop-down menu that allows users to select a Company from the Project Directory.
      • Date: The field will allow the user to select a calendar date.
      • Multi Select: The field will be a drop-down menu that allows users to select multiple values.
      • Number: The field will allow a number value to be entered.
      • Plain Text (Short): The field will be a free text field.
      • Project Directory User (Multi Select): The field will be a drop-down menu that allows users to select one or more users from the Project Directory.
      • Project Directory User (Single Select): The field will be a drop-down menu that allows users to select a user from the Project Directory.
      • Read Only Entry: The field will allow you to type a message, such as instructions, in the text box, which will be visible on an item.
      • Rich Text (Long): The field will be a rich text field that supports paragraphs to allow longer responses and bold, italic, and underlined text.
      • Single Select (Dropdown): The field will be a drop-down menu that allows users to select one value.
      • Tool User (Single Select): The field will be a drop-down menu that allows users to select a user with 'Read Only' or higher permissions to the tool.
  6. Click Create.
    Note: The field will automatically be added to the bottom of the fieldset.
  7. Click the toggle to the ON icon-toggle-on.png position to make the custom field visible in the section.
    OR
    Click the toggle to the OFF icon-toggle-off.png position to hide the custom field in the section.
  8. Mark the 'Required' checkbox to designate the custom field as required.
    OR
    Clear the 'Required' checkbox to designate the custom field as optional.
  9. Click Save to save your changes to the configurable fieldset.
  10. If the fieldset is already applied to one or more projects, click Apply to Existing.
    OR
    If you have just created a new fieldset, click Assign Projects and begin at step 3 of the Apply a Fieldset with Custom Fields to Projects section below.
  11. Optional: Click and drag on the reorder grip icon-reorder-grip.png icon to rearrange the order that the custom fields will appear on a fieldset.
    Note: Procore Standard fields cannot be reordered.

Apply a Fieldset to Projects 

  1. Click the Fieldsets tab.
  2. Click the link in the Assigned Projects column for the fieldset you want to apply to projects.
  3. Mark the checkboxes next to the projects you want to assign the fieldsets to.
    OR
    Click Select All to select all projects.
  4. Click Update.
  5. Click Confirm to confirm that you want to apply the fieldsets to the selected projects.
    Note: Procore's default fieldsets in the selected projects will be replaced with the fieldsets you configured.
  6. Optional: You can set any configurable fieldset as the default for new projects.
    If you want to set a fieldset as the default for new projects:
    1. Click the vertical ellipsis icon-ellipsis-options-menu.png icon across from the fieldset.
    2. Click Set as New Project Default.

See Also