What are configurable fieldsets and which Procore tools support them?

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NOTE: This page is linked in the Procore web app

Location: Multiple locations. See spreadsheet.

Company Admin > Project Settings > Change Management > Fieldsets > Learn More
Company Admin > Project Settings > Fieldset > Fieldsets > Learn More
Company Admin > Tool Settings > Contracts & Change Orders > Fieldsets > Learn More
Company Admin > Tools Settings > Correspondence > Fieldsets > Learn More
Company Admin > Tools Settings > Daily Log > Fieldsets > Learn More
Company Admin > Tools Settings > Directory > Learn More
Company Admin > Tool Settings > Project Documents > Fieldsets > Learn More
Company Admin > Tool Settings > Document Management > Fieldsets > Learn More
Company Admin > Tool Settings > Drawings > Fieldsets > Learn More
Company Admin > Tool Settings > Inspections > Fieldsets > Learn More
Company Admin > Tool Settings > Observations > Fieldsets > Learn More
Company Admin > Tool Settings > Punch List > Fieldsets > Learn More
Company Admin > Tool Settings > RFIs > Fieldsets > Learn More
Company Admin > Tool Settings > Specifications > Fieldsets > Learn More
Company Admin > Tool Settings > Submittals > Fieldsets > Learn More
Company Admin > Tool Settings > Timesheets > Fieldsets > Learn More

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. These fields can be edited in the project's Admin tool. However, only one fieldset can be created and it will be applied to all projects. See Create a Project Fieldset.
Through configurable fieldsets, you can also create fieldsets for certain tools in Procore to use on projects. See Create New fieldsets.
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' field regardless of whether the field is supported on the mobile app.
Custom fields added to a configurable fieldset are only available for some tools on the Procore mobile app. See What are custom fields and which Procore tools support them?

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 Tender 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 Co-ordination Issues tool can be configured as required, optional or hidden?	One (1) fieldset for the Co-ordination 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.
Site Diary	Accident Register, Call Register, Delay Log, Delivery Register, Skip Log, Inspection Register, Plan Revision Register, Productivity Register, Quantity Register, Safety Violation Register, Waste Register, Work Register, Working hours Log, Equipment Register, Notes Register, Daily Construction Report Register, Observed Weather Conditions, and Visitor Register	Which fields in the Site Diary tool can be configured as required, optional or hidden?	One (1) fieldset per Site Diary 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 Progress Claims	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 licenced 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?
Head Contracts (Client Contracts, Funding)	Head Contracts	Which fields in the Head 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?
Defect List	Defect Item	Which fields in the Defect List tool can be configured as required, optional or hidden?	One (1) fieldset for the Defect 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 Register	Which fields in the Submittals tool can be configured as required, optional or hidden?	One (1) fieldset for the Submittals tool.
Daywork Sheets	General Information, Labour, Material, and Equipment	Which fields in the Daywork Sheets tool can be configured as required, optional or hidden?	One (1) fieldset for each listed section.
Timesheets	Labour and Equipment	Which fields in the Timesheets tool can be configured as required, optional or hidden?	One (1) fieldset for the Timesheets tool.