Set It Up

Now that you've learned about document fields in the Document Management tool, you're ready to complete the following actions in Procore:

Action Items

  1. Create Configurable Fieldsets

  2. Edit Default Fields

  3. Review Field Options for a Project

  4. Set Up Additional Procore Fields

1. Create custom fields

In the Company level Admin tool, consider creating custom fields for your project. Depending on the field type selected, you can add a custom field to fieldsets, the naming standard, upload requirements, permission groups, or column configuration in search results and data exports.

2. Create Configurable Fieldsets

In the Company level Admin tool, create a new configurable fieldset for the Document Management tool that you'll apply to your project. This allows you to set which fields should be required on documents across all of your projects.
Note: You can add new custom fields to the fieldsets and hide fields you don’t plan to use.

3. Edit Default Fields

In the Company level Admin tool, decide which values you want available for document fields like status, document type, and document discipline. These field options will apply to all files in the Document Management tool across your company's projects.

4. Optional: Review Field Options for a Project

Document Management tool Admins have the option to hide certain field values within individual projects. To do this, go to the Document Management tool's Configure Settings in a project, review options for fields, and hide any that you don't want available for selection.

5. Set Up Additional Procore Fields

Depending on requirements for your projects, there may be a few additional fields you want to set up before you get started. If you plan to use a document naming standard, the Project code and Originator code are especially important.

  • Project Code

  • Originator Code ('Abbreviated Name' Field)

  • Location Code

  • Stage Code

Project Code

Enter a code for the project in the 'Code' field of the Project level Admin tool. This will be used in the 'Project' field for documents.

Originator Code ('Abbreviated Name' Field)

In the Project or Company level Directory tool, add 'Abbreviated Name' codes for any company that project documents could originate from. These abbreviated company names will be available to select for the 'Originator' field.

Location Code

On the Locations page of the Project level Admin tool, add or manage locations and codes for the project as needed. These will show as options for the 'Location' field.

Make sure to:

  • Select the 'Include optional code' setting.

  • Add a code for each location.

Stage Code

On the 'Defaults' page of the Company level Admin tool, review the 'Project Stages' section and add or remove stages as needed. These stages will show as options for the 'Stage' field.

Overview
Overview