What are custom fields and which Procore tools support them?
Answer
Custom fields allow you to add extra, specialized information fields to many Procore project tools. It is important to understand that Procore has two (2) different types of custom fields:
Company Level Custom Fields:
Created in the Company Admin Tool.
Allow you to add the same custom fields across all projects that use a specific tool.
This FAQ focuses on Company Level custom fields.
Project-Specific Custom Fields:
Created directly in the configuration settings of specific Procore tools on a specific project.
Only apply to the single project they were created in.
When you create a Company Level Custom Field, you must define two (2) main properties:
Field Type: This determines the kid of data the field collects (e.g., Plain Text, Number, Checkbox, etc.).
Visibility: This controls how the field behaves for project users. Many fields can also be set to Required, Optional, or Hidden.
Tip
Interested in building a custom app or integration using the Procore API? Procore's API endpoints respect the custom fields that you create in the Procore web application. All the tools listed in the table below also support custom fields through the API. To learn more, visit the Procore Developers enter at developers.procore.com. We also recommend these resources: Working with Configurable Fieldsets and List Configurable Field Sets.
Supported Tools
Company Administrators can create custom fields for these Procore tools. For instructions, see Create New Custom Fields.
Note
Indicates custom fields are available when using the Procore mobile app.