Assets Setup Guide

Fieldsets determine what information is captured for an asset. You can use Procore's default fieldset or create custom ones with standard fields, custom fields, and tailored dropdown options.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

• Additional Information:

  • You can create multiple versions of configurable fieldsets to use in different projects.
    Note: If you want to configure a fieldset for the Project level Admin tool (for creating and updating project information), see Create a Project Fieldset.

  • Configurable fieldsets applied to projects will be reflected on both Procore's web and mobile applications.

  • If you want to configure fieldsets for specific tools, see What are configurable fieldsets and which Procore tools support them?

  • If a field that is not currently supported on the Procore mobile app is marked as 'Required,' the unsupported field will not appear on the mobile app and the item can still be submitted without the required field. Items created and edited on the web application will still require the 'Required' fieldset regardless of whether the field is supported on the mobile app.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings,' select Assets.

3. Click the Fieldsets tab.

4. Click Create Fieldset.

5. Enter a unique name for the fieldset and click Create.

6. On the 'Edit Fieldset' page, click the toggle to the ON position to make the field visible in the section.
   OR
   Click the toggle to the OFF 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.

7. Mark the Required checkbox next to any additional fields that you want to make mandatory.

8. Optional: Click Add Custom field to create a new custom field or to select from existing custom fields.

9. Optional: Click Create Section to organize fields into different sections.

10. Click Save Changes.

11. Click Confirm to save your changes.