What are configurable fieldsets and which Procore tools support them?

A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required, or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. To configure fieldsets, you must have 'Admin' permissions to the Company Admin tool.

Notes

  • You can configure fields for creating a Project. See Create a Project Fieldset.

  • You can also create custom fields for certain tools in Procore. See Create New Custom Fields.

  • Custom fields added to a configurable fieldset are only available for some tools on the Procore mobile app. Unsupported 'Required' fields are hidden on the mobile app, allowing user to submit items without them. However, you must still complete these fields when using the web application.

Supported Tools

The following Procore tools support configurable fieldsets:

Procore Project Tool

Configurable Fieldset

List of Fields

Notes

Admin

Project

Which fields on the project page can be configured as required, optional, or hidden?

One (1) global fieldset for all new and existing projects.
Some fields display on Bid Board. See Create a Project Fieldset.

Action Plans

General Information

Which fields in the Action Plans tool can be configured as required, optional, or hidden?

One (1) fieldset per Action Plan Type.

Budget (Budget Changes)

General Information

Which fields in the Budget tool can be configured as required, optional, or hidden?

Change Events

General Information

Which fields in the Change Events tool can be configured as required, optional, or hidden?

Requires Change Management. One (1) fieldset for the Change Events tool.

Coordination Issues

General Information

Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?

One (1) fieldset for the Coordination Issues tool.

Commitments

Purchase Orders and Subcontracts

Which fields in the Commitments tool can be configured as required, optional, or hidden?

One (1) fieldset for each Commitment Type.

Correspondence

Correspondence Type

Which fields in the Correspondence tool can be configured as required, optional, or hidden?

Each Correspondence Type has one (1) fieldset.

Daily Log

Accident Log, Call Log, Delay Log, Delivery Log, Dumpster Log, Inspection Log, Plan Revision Log, Productivity Log, Quantity Log, Safety Violation Log, Waste Log, Work Log, Manpower Log, Equipment Log, Notes Log, Daily Construction Report Log, Observed Weather Conditions, and Visitor Log

Which fields in the Daily Log tool can be configured as required, optional, or hidden?

One (1) fieldset per Daily Log Type.

Directory

Person and Company

Which fields in the Directory tool can be configured as required, optional, or hidden?

Documents (Project Documents)

Documents

Which fields in the Documents tool can be configured as required, optional, or hidden?

Custom fields are always optional (cannot be marked as required).

Drawings

Drawing Revisions

Which fields in the Drawings tool can be configured as required, optional, or hidden?

Data entry is revision-specific. Entries do not carry over to new revisions.

Equipment

Equipment Category ​​​​​​

Which fields in the Equipment tool can be configured as required, optional, or hidden?

One (1) fieldset per Equipment Category.

Incidents

Incident, Injury/Illness, Property Damage, Environmental, Near Miss, Witness Statement, and Action

Which fields in the Incidents tool can be configured as required, optional, or hidden?

One (1) fieldset per Incident Type.

Inspections

Unassociated, Quality, Safety, Commissioning, and Environmental

Which fields in the Inspections tool can be configured as required, optional, or hidden?

One (1) fieldset per Inspection Type.

Invoicing (Progress Billings)

Subcontractor Invoices

Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?

Tool name may vary by company. See What tool names and terms are different in Procore for general contractors, owners and specialty contractors?

My Time

My Time

Which fields in the My Time tool can be configured as required, optional, or hidden?

This functionality is only available when your company is licensed for Procore's Resource Tracking tools.

One (1) fieldset for the My Time app.

Observations

Commissioning, Environmental, Quality, Safety, Warranty, and Work to Complete

Which fields in the Observations tool can be configured as required, optional, or hidden?

Prime Contracts (Client Contracts, Funding)

Prime Contracts

Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?

Tool name may vary by company. See What tool names and terms are different in Procore for general contractors, owners and specialty contractors?

Punch List

Punch Item

Which fields in the Punch List tool can be configured as required, optional, or hidden?

One (1) fieldset for the Punch List tool.

RFIs

RFI

Which fields in the RFIs tool can be configured as required, optional, or hidden?

One (1) fieldset for the RFIs tool

Specifications

Specification Section Revision

Which fields in the Specifications tool can be configured as required, optional, or hidden?

One (1) fieldset for the Specifications tool.

Submittals

Submittal Log

Which fields in the Submittals tool can be configured as required, optional, or hidden?

One (1) fieldset for the Submittals tool.

T&M Tickets

General Information, Labor, Material, and Equipment

Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

One (1) fieldset for each listed section.

Timesheets

Labor and Equipment

Which fields in the Timesheets tool can be configured as required, optional, or hidden?

One (1) fieldset for the Timesheets tool.

See Also

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