What are custom sections and which Procore tools support them?
Answer
Custom sections are created in configurable fieldsets using fieldsets. 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. 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? and What are fieldsets 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 Project Fieldset. |
| Action Plans |
Action Plan Type |
|
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 |
1 The Client Contracts 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?
2 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 head contractors, owners and speciality contractors?