What are custom fields and which Procore tools support them?

Answer

Custom fields are additional fields that can be added and customized in the Company level Admin tool for certain Project level tools in Procore through configurable fieldsets.
See What are configurable fieldsets and which Procore tools support them?

This functionality is separate from custom fields that can be created in the project's Meetings, Submittals, and RFIs configure settings pages.

When creating a custom field, you must select a field type from the drop-down menu (such as Plain Text, Number, Checkbox, Single Select, or Multi Select). You can then mark the custom field as Required, Optional, or Hidden to control how it appears on projects.
See Create New Custom Fields.

 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

The following Project level tools support custom fields created in the Company level Admin tool.

 Note

icon-mindtouch-table-mobile.png Indicates custom fields are available when using the Procore mobile app.

Tool

Fieldsets Available to Configure with Custom Fields

Number of Custom Fields Allowed per Fieldset

Admin (Project Level) 1

  • Project
    Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Project Fieldset.

15

Action Plans

icon-mindtouch-table-mobile.png

Action Plan Type Note: Each of your company's custom action plan types has its own fieldset.

10

Change Events (Change Management)

  • Change Events

10

Change Orders (Commitments & Prime Contracts)

  • Change Orders

10

Client Contracts 2

  • Client Contracts

30

Commitments (Contracts)

  • Purchase Orders

  • Subcontracts

30

Correspondence

icon-mindtouch-table-mobile.png

  • Correspondence Type
    Note: Each of your company's custom correspondence types has its own fieldset.

15

Daily Log

icon-mindtouch-table-mobile.png

  • Accident Log

  • Call Log Daily

  • Construction Report

  • Delay Log

  • Delivery Log

  • Dumpster Log

  • Equipment Log

  • Inspection Log

  • Manpower Log

  • Notes Log

  • Observed Weather Conditions

  • Plan Revision Log

  • Productivity Log

  • Quantity Log

  • Safety Violation Log

  • Visitors Log

  • Waste Log

  • Work Log

10

Document Management

  • All fieldsets

20

Documents (Project Documents)

icon-mindtouch-table-mobile.png

  • Documents
    Note:     Custom fields created for the Documents tool cannot be marked as required and will be optional for data entry.

10

Drawings

  • Drawing Revision
    Note:     Any data entered for custom fields on a drawing revision is specific to the revision it was added to. It does not carry over to older or newer drawing revisions.

10

Equipment

  • Equipment Category
    Note: Each of your company's custom equipment categories has its own fieldset.

10

Funding 3

  • Fundings

30

Incidents

icon-mindtouch-table-mobile.png

  • Incident

  • Injury/Illness

  • Property Damage

  • Environmental

  • Near Miss

  • Witness Statement

  • Action

15

Inspections

icon-mindtouch-table-mobile.png

  • Unassociated

  • Quality

  • Safety

  • Commissioning

  • Environmental
    Note: Each of your company's custom Inspection Types will have its own fieldset.

10

Invoicing

Subcontractor Invoices - also known as Contractor Invoices

30

My Time

icon-mindtouch-table-mobile.png

General Information

10

Observations

icon-mindtouch-table-mobile.png

  • Commissioning

  • Environmental

  • Quality

  • Safety

  • Warranty

  • Work to Complete

10

Prime Contracts (Contracts)

  • Prime Contracts

30

Progress Billings 3

  • Subcontractor Progress Billings

10

Punch List

icon-mindtouch-table-mobile.png

  • Punch Item

10

RFIs

icon-mindtouch-table-mobile.png

  • RFI

10

Specifications

  • Specification Section Revision
    Note:     When a new revision is uploaded to a specification in the project's Specifications tool, any data in the item's custom field(s) will be blank on the revision.

10

Submittals

icon-mindtouch-table-mobile.png

  • Submittal Log

10

T&M Tickets

icon-mindtouch-table-mobile.png

  • General Information

  • Labor

  • Materials

  • Equipment

  • Subcontractors

10

Timesheets

icon-mindtouch-table-mobile.png

  • General Information

10

1Some custom fields added to this fieldset are displayed on the Bid Board.

2The Client Contracts and Progress Billings tools are only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary.
See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

3The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary.
See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

See Also

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