What are custom fields and which Procore tools support them?
NOTE: This page is linked in the Procore web app
Location: https://app.procore.com/11733/compan...ts/383087/edit
- Company Admin > Project Settings > Fieldsets > Edit > Learn More
Answer
Custom fields allow you to add extra, specialised information fields to many Procore project tools. It is important to understand that Procore has two (2) different types of custom fields:
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Company Level Custom Fields:
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Created in the Company Admin Tool.
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Allow you to add the same custom fields across all projects that use a specific tool.
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This FAQ focuses on Company Level custom fields.
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Project-Specific Custom Fields:
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Created directly in the configuration settings of specific Procore tools on a specific project.
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Only apply to the single project they were created in.
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When you create a Company Level Custom Field, you must define two (2) main properties:
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Field Type: This determines the kid of data the field collects (e.g., Plain Text, Number, Checkbox, etc.).
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Visibility: This controls how the field behaves for project users. Many fields can also be set to Required, Optional, or Hidden.
Tip
Interested in building a custom app or integration using the Procore API? Procore's API endpoints respect the custom fields that you create in the Procore web application. All the tools listed in the table below also support custom fields through the API. To learn more, visit the Procore Developers enter at 
developers.procore.com. We also recommend these resources: Working with Configurable Fieldsets and List Configurable Field Sets.
Supported Tools
Company Administrators can create custom fields for these Procore tools. For instructions, see Create New Custom Fields.
Note
Indicates custom fields are available when using the Procore mobile app.|
Procore Tool |
Fieldset(s) |
Field Limit |
Notes |
|---|---|---|---|
|
Admin (Project) |
Project |
15 |
One (1) global fieldset for all new and existing projects. |
|
Action Plans
|
Action Plan Type |
10 |
One (1) fieldset per Action Plan Type. |
|
Change Events |
Change Events |
10 |
Requires Change Management. One (1) fieldset for the Change Events tool. |
|
Variations |
Variation |
10 |
Requires Change Management. Works with Commitments & Head Contracts. |
|
Commitments |
Purchase Orders, Subcontracts |
30 |
One (1) fieldset for each Commitment Type. |
|
Co-ordination Issues |
Procore Default |
10 |
One (1) fieldset for the Co-ordination Issues tool. |
|
Correspondence
|
Correspondence Type |
15 |
One (1) fieldset per Correspondence Type. |
|
Site Diary
|
Accident Register, Call Register Daily, Construction Report, Delay Log, Delivery Register, Skip Log, Equipment Register, Inspection Register, Working hours Log, Notes Register, Observed Weather Conditions, Plan Revision Register, Productivity Register, Quantity Register, Safety Violation Register, Visitors Register, Waste Register, Work Register |
10 |
One (1) fieldset per Site Diary Type. |
|
Document Management |
All Fieldsets |
20 |
|
|
Documents (Project)
|
Documents |
10 |
Custom fields are always optional (cannot be marked as required). |
|
Drawings |
Drawing Revisions |
10 |
Data entry is revision-specific. Entries do not carry over to new revisions. |
|
Equipment |
Equipment Category |
10 |
One (1) fieldset per Equipment Category. |
|
Incidents
|
Incident, Injury/Illness, Property Damage, Environmental, Near Miss, Witness Statement, Action |
15 |
One (1) fieldset per Incident Type. |
|
Inspections
|
Unassociated, Quality, Safety, Commissioning, Environmental |
10 |
One (1) fieldset per Inspection Type. |
|
Invoicing / Progress Billings |
Subcontractor Progress Claims or Progress Billings |
30 |
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
|
General Information |
10 |
One (1) fieldset for the My Time app. |
|
Observations
|
Commissioning, Environmental, Quality, Safety, Warranty, Work to Complete |
10 |
One (1) fieldset per Observation Type. |
|
Head Contracts / Client Contracts / Funding |
Client Contracts, Fundings, or Head Contracts |
30 |
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 |
10 |
One (1) fieldset for the Defect List tool. |
|
RFIs
|
RFI |
10 |
One (1) fieldset for the RFIs tool |
|
Specifications |
Specification Section Revision |
10 |
One (1) fieldset for the Specifications tool. |
|
Submittals
|
Submittal Register |
10 |
One (1) fieldset for the Submittals tool. |
|
Daywork Sheets
|
General Information, Labour, Materials, Equipment, Subcontractors |
10 |
One (1) fieldset for each listed section. |
|
Timesheets
|
General Information |
10 |
One (1) fieldset for the Timesheets tool. |
