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Procore Support (en-au)

What custom field configurations are recommended for configurable custom fields?

Background

A Procore account user who has 'Admin' level permissions on the company's Admin tool can configure certain configurable custom fields for supported tools.

With configurable fieldsets, you can control which fields are required, optional or hidden. This simplifies the user interface and allows you to customise forms according to your company-specific requirements. For example, if you want to make sure everyone fills out the 'Contributing Behaviour' field for an incident report, you can use configurable fieldsets to mark the field as 'Required'. These fieldset configurations will be reflected in your custom reports, allowing you to improve your analytics based on what's important to your company.

 Note

If you apply a new configuration to a fieldset that is being used by an existing project, the new configuration will be applied when creating a form or updating its information. For example, if you change the 'Contributing Behaviour' fieldset to be 'Required' for an observation, a user will be prompted to update the field when editing the observation.

By configuring tool custom fields, you can create a company standard according to your business process to ensure consistency and prevent data entry errors. When you configure a custom field, the custom field will apply to all new projects with the option to apply it to existing projects. This makes it easier for users to adopt each tool. The answer below provides Procore's recommendations for default custom field configurations, which are optimized for companies managing around $20M in annual construction volume.

For more information about configurable custom fields, see What are configurable custom fields and which Procore tools support them?

For instructions on creating new configurable custom fields, see Create New Configurable Custom Fields OR click here to view the steps.  

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
  3. Click the Fieldsets tab.
    admin-fieldsets-tab.png
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. Enter a name for the fieldset.
  6. Click Create.
  7. Each field name has the following options:
    Note: If you are unable to click on an option, this indicates it is a Procore default that cannot be modified.
    • Click the toggle switch to the ON icon-toggle-on.png position to make the field visible in the section.
    • Click the toggle switch to the OFF icon-toggle-off.png position to hide the field in the section.
    • Mark the 'Required' tickbox to designate a field as required or optional.
      A marked tickbox icon-checkbox-marked.png indicates that users will be required to complete the field in the section.
  8. Click Save.
  9. Optional: To set a fieldset as the default for new projects, click Set as Default in the 'Default for New Projects' column.
     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.

Answer

The tables below provide the recommended default fieldset configurations for providing a more simplified user interface with fewer required fields.

Note that a field name in GREY italics indicates the field cannot be configured from its default setting.

 Note
These custom field configurations may be more appropriate for companies managing less than $20M (USD) in annual construction volume.

Project Admin

General Project Settings Custom Fields

Configurable Field Recommendation
Accounting Project ID/Number Hidden
Active Required
Actual Start Date Hidden
Address Required
Tender Type Hidden
City Required
Country Required
County Optional
Demo Required
Departments Hidden
Description Optional
Designated Market Area Hidden
Fax Hidden
Latitude Optional
Logo Optional
Longitude Optional
Office Hidden
Owner Type Hidden
Parent Project Hidden
Phone Required
Photo Optional
Project Group Hidden
Project Name Required
Project # Optional
Project Template Optional
Projected finish date Hidden
Region Optional
Square Feet Hidden
Stage Optional
State/Territory Code Optional
Store Hidden
Timezone Required
Type Optional
Warranty End Date Hidden
Warranty Start Date Hidden
Postcode Required

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Directory

Person Custom Fields

Configurable Field Recommendation
Active Required
Address Required
Attachments Hidden
Business Fax Hidden
Business Phone Hidden
Cell Phone Required
City Required
Company Required
Country/State Required
Email Required
First Name Required
Initials Hidden
Is Employee Of Optional
Job Title Required
Last Name Required
Send This User Messages Hidden
Tags/Keywords Hidden
Postcode Required

Company Custom Fields

Configurable Field Recommendation
Abbreviated Name Hidden
Address Required
Attachments Hidden
Business Phone Required
City Required
Contract Signer Hidden
Country/State Required
DBA Hidden
Email address Required
Entity Type Hidden
Fax Hidden
Progress Claim Contacts Optional
Labour Union Hidden
Licence Number Required
Name Required
Primary Contact Optional
Tags/Keywords Hidden
Website Hidden
Postcode Required

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Drawings

Configurable Field Recommendation
Drawing Number Required
Drawing Title Required
Drawing Date Optional
Drawing Received Date Optional
Drawing Set Required

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Incidents

Incident Custom Fields

Configurable Field Recommendation
Attachments Optional
Contributing Behaviour Optional
Contributing Condition Optional
Description Required
Distribution Optional
Event Date/Time Required
Hazard Required
Location Optional
Private Required
Status Required
Time Unknown Required
Title Required

Injury/Illness Record Custom Fields

Configurable Field Recommendation
Date Returned to Work Required
Date of Death Hidden
Filing Type Required
Hospitalized Overnight Required
Injury/Illness Required
Body Part Affected Required
Treated in ER Optional
Treatment Facility Optional
Treatment Facility Address Optional
Treatment Provider Optional
Workdays Absent Required
Workdays Restricted Required
Workdays Transferred Optional

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Observations

Configurable Field Recommendation
Assignee Required
Attachments Optional
Contributing Behaviour Hidden
Contributing Condition Hidden
Description Required
Distribution Optional
Due Date Required
Hazard Optional
Location Optional
Number Required
Priority Optional
Private Required
Status Required
Title Required
Trade Hidden
Type Required

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RFIs  

Configurable Field Recommendation
Assignees Required
Cost Code Optional
Cost Impact Optional
Distribution Optional
Drawing # Optional
Due Date Required
Location Optional
Private Required
Project Stage Optional
RFI # Required
RFI Manager Required
Received From Optional
Reference Hidden
Responsible Contractor Optional
Program Impact Optional
Spec Section Optional
Subject Required

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Submittals

Configurable Field Recommendation
Actual Delivery Date Hidden
Attachments Required
Confirmed Delivery Date Hidden
Cost Code Optional/Required
Description Required
Distribution Optional
Final Due Date Hidden
Issue Date Hidden
Location Optional
Number Required
Private Required
Received Date Hidden
Received From Required
Responsible Contractor Required
Program Task Hidden
Spec Section Required
Status Required
Sub Job Hidden
Submittal Manager Required
Submittal Package Optional
Title Required
Type Optional

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T&M Tickets

General Information Fieldsets

Configurable Field Recommendation
Description Required
Performed On Required
Status Required
Location Optional
Ordered By Optional
Reference # Optional
Company Signee Optional
Customer Signee Optional
Notes Optional

Labor Fieldsets

Configurable Field Recommendation
Employee Required
Classification Optional
Time Type Optional
Hours Required

Material Fieldsets

Configurable Field Recommendation
Material Name Required
Material Description Optional
Unit Required
Quantity Required

Equipment Fieldsets

Configurable Field Recommendation
Equipment Name Required
Equipment Description Optional
Unit Required
Quantity Required

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