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Procore

What are custom sections and which Procore tools support them?

Answer

Custom sections are created in configurable fieldsets using custom fields. A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required or hidden, depending on your company's needs. Custom fields 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? and What are custom fields and which Procore tools support them?

Tool Fieldsets Available to Configure with Custom Sections

Admin (Project Level)

Project
Note:
Only one 'Project' fieldset can be created and the fieldset will apply to all new and existing projects. See Create a Default Project Fieldset.
Action Plans

Action Plan Type
Note: Each of your company's custom action plan types has its own fieldset.

Change Events (Change Management)

Change Events
Client Contracts 1 Client Contracts

Commitments (Contracts)

Purchase Orders and Subcontracts
Correspondence Correspondence Type
Note: Each of your company's custom correspondence types has its own fieldset.
Funding 2 Fundings
Inspections Inspection Type
Note: Each of your company's custom inspection types has its own fieldset.

RFIs

RFI
Submittals Submittal Register

Head Contracts

Head Contracts

The Client Contracts tool is only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

The 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 general contractors, owners, and specialty contractors?