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. 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.

Prerequisites

See Create New Configurable fieldsets OR click here to view the steps.

Navigate to the Company level Admin tool.
Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
Click the Fieldsets tab.

Note: Tools without other settings in the Company level Admin tool will open to this page automatically.
Click Create New across from the section you want to configure fieldsets for.
In the 'Create Fieldset' window, enter a name for the fieldset and click Create.
On the 'Edit Fieldset' page, each field name has the following options:
- 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.
- Mark the 'Required' checkbox to designate the field as required.
  OR
  Clear the 'Required' checkbox to designate the field as optional.
  Notes:
  - Fields without a checkbox are optional by default and cannot be changed to required.
  - A grey marked checkbox indicates that the field is required by default and cannot be changed to optional.
Click Save.
In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
- In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
- In the 'Apply changes to [#] project(s)?' window, click Confirm.
Optional: To set a fieldset as the default for new projects, click the icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.

Note
Projects created from a project template that includes fieldsets will inherit the fieldsets from the project template instead of your company's default fieldsets. See Configure a Project Template.

Supported Tools

The following Procore tools support configurable fieldsets:

Tool	fieldsets Available to Configure	List of Fields
Admin (Project level)	Project fieldset Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Project Fieldset.	Which fields on the project page can be configured as required, optional or hidden?
Action Plans	General Information fieldsets	Which fields in the Action Plans tool can be configured as required, optional or hidden?
Change Events (Change Management)	General Information fieldsets	Which fields in the Change Events tool can be configured as required, optional or hidden?
Coordination Issues	General Information fieldsets	Which fields in the Co-ordination Issues tool can be configured as required, optional or hidden?
Commitments (Contracts)	Purchase Orders and Subcontracts fieldsets	Which fields in the Commitments tool can be configured as required, optional or hidden?
Correspondence	Correspondence Type fieldsets Note: Each of your company's custom correspondence types has its own fieldset.	Which fields in the Correspondence tool can be configured as required, optional or hidden?
Site Diary	Working hours Log, Equipment Register, Notes Register, Daily Construction Report Register, Observed Weather Conditions, and Visitor Register fieldsets	Which fields in the Site Diary tool can be configured as required, optional or hidden?
Directory	Person and Company fieldsets	Which fields in the Directory tool can be configured as required, optional or hidden?
Documents (Project Documents)	Documents fieldsets Note: Currently, the only changes available for a Documents fieldset are adding or removing fieldsets.	Which fields in the Documents tool can be configured as required, optional or hidden?
Drawings	Drawing Revision fieldsets	Which fields in the Drawings tool can be configured as required, optional or hidden?
Incidents	Incident, Injury/Illness, Property Damage, Environmental, Near Miss, Witness Statement and Action fieldsets	Which fields in the Incidents tool can be configured as required, optional or hidden?
Inspections	Unassociated, Quality, Safety, Commissioning and Environmental fieldsets Note: Each of your company's custom Inspection Types will have its own fieldset.	Which fields in the Inspections tool can be configured as required, optional or hidden?
Invoicing (Progress Billings ²)	Subcontractor Progress Claims fieldsets	Which fields in the Invoicing or Progress Billings tools can be configured as required, optional or hidden?
My Time ¹	My Time fieldsets	Which fields in the My Time tool can be configured as required, optional or hidden?
Observations	Commissioning, Environmental, Quality, Safety, Warranty and Work to Complete fieldsets	Which fields in the Observations tool can be configured as required, optional or hidden?
Head Contracts (Client Contracts, Funding)	Head Contracts fieldsets	Which fields in the Head Contracts tool can be configured as required, optional or hidden?
Defect List	Defect Item fieldsets	Which fields in the Defect List tool can be configured as required, optional or hidden?
RFIs	RFI fieldsets	Which fields in the RFIs tool can be configured as required, optional or hidden?
Specifications	Specification Section Revision fieldsets	Which fields in the Specifications tool can be configured as required, optional or hidden?
Submittals	Submittal Register fieldsets	Which fields in the Submittals tool can be configured as required, optional or hidden?
Daywork Sheets	General Information, Labour, Material and Equipment fieldsets	Which fields in the Daywork Sheets tool can be configured as required, optional or hidden?
Timesheets	Timesheets fieldsets	Which fields in the Timesheets tool can be configured as required, optional or hidden?

¹This functionality is only available when your company is licenced for Procore's Field Productivity tools.

²The Progress Billings tool is only available to Procore users in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?