Assets Setup Guide (Beta)

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.

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.