What are custom fields and which Procore tools support them?

Answer

fieldsets are additional fields that can be added and customised in the Company level Admin tool for certain Project level tools in Procore through configurable fieldsets. See What are configurable fieldsets and which Procore tools support them?

This functionality is separate from custom fields that can be created in the project's Meetings, Submittals and RFIs configure settings pages.

When creating a custom field, you must select a field type from the drop-down menu (such as Plain Text, Number, Checkbox, Single Select or Multi Select). You can then mark the custom field as Required, Optional or Hidden to control how it appears on projects. See Create New Custom Fields.

 Tip

Interested in building a custom app or integration using the Procore API? Procore's API endpoints respect the fieldsets that you create in the Procore web application. All the tools listed in the table below also support fieldsets through the API. To learn more, visit the Procore Developers enter at icon-external-link.png developers.procore.com. We also recommend these resources: icon-external-link.png Working with Configurable Fieldsets and icon-external-link.png List Configurable Field Sets. 

Supported Tools

The following Project level tools support custom fields created in the Company level Admin tool.

Tool Fieldsets Available to Configure with fieldsets Number of fieldsets Allowed per Fieldset

Admin (Project Level)1
  • Project
    Note: Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Project Fieldset.
 15
Action Plans Action Plan Type
Note: Each of your company's custom action plan types has its own fieldset.		 10

Change Events (Change Management)
  • Change Events
 10

Variations (Commitments & Head Contracts)
  • Variations
 10
Client Contracts 2
  • Client Contracts
 30

Commitments (Contracts)
  • Purchase Orders
  • Subcontracts
 30

Correspondence
  • Correspondence Type
    Note: Each of your company's custom correspondence types has its own fieldset.
 15

Site Diary
  • Daily Construction Report
  • Equipment Register
  • Working Hours Register
  • Notes Register
  • Visitors Register
 10
Drawings
  • Drawing Revision
    Note:     Any data entered for custom fields on a drawing revision is specific to the revision it was added to. It does not carry over to older or newer drawing revisions. 
 10
Documents (Project Documents)
  • Documents
    Note:     Custom fields created for the Documents tool cannot be marked as required and will be optional for data entry. 
 10
Funding 3
  • Fundings
 30

Incidents
  • Incident
  • Injury/Illness
  • Property Damage
  • Environmental
  • Near Miss
  • Witness Statement
  • Action
 15

Inspections
  • Unassociated
  • Quality
  • Safety
  • Commissioning
  • Environmental
    Note: Each of your company's custom Inspection Types will have its own fieldset.
 10
Progress Claiming Subcontractor Progress Claims - also known as Contractor Progress Claims 30
 My Time General Information 10

Observations
  • Commissioning
  • Environmental
  • Quality
  • Safety
  • Warranty
  • Work to Complete
 10

Head Contracts (Contracts)
  • Head Contracts
 30
Progress Billings 3
  • Subcontractor Progress Billings
 10

Defect List
  • Defect Item
 10

RFIs
  • RFI
 10
Specifications
  • Specification Section Revision
    Note:     When a new revision is uploaded to a specification in the project's Specifications tool, any data in the item's custom field(s) will be blank on the revision.
 10

Submittals
  • Submittal Register
 10
Daywork Sheets
  • General Information
  • Labour
  • Materials
  • Equipment
  • Subcontractors
 10
Timesheets
  • General Information
 10

1Some fieldsets added to this fieldset are displayed on the Tender Board.

2The Client Contracts and Progress Billings tools are 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?

3The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?

See Also

 

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