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Procore

Which fields in the Budget tool can be configured as required, optional, or hidden?

Background

Certain fields in the project's Budget tool (Budget Changes) can be configured as required, optional, or hidden. For example, if you want to make certain fields required, or hide a field that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects using configurable fieldsets. See Create New Configurable Fieldsets.

Answer

The table below shows which fields can be configured for the project's Change Events tool.

Note:

  • A GREEN checkmark icon-permissions-green-check.png indicates the field can be configured to this setting. 
  • A RED 'x' icon-permissions-red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GREY italics indicates the field cannot be configured from its default setting.
Field Name Required Optional Hidden
Adjustment Line Items icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Attachments icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Budget Change # icon-green-checkmark.png icon-x-red.png icon-x-red.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Head Contract icon-green-checkmark.png icon-x-red.png icon-x-red.png
Production Quantities icon-green-checkmark.png icon-x-red.png icon-x-red.png
Status icon-green-checkmark.png icon-x-red.png icon-x-red.png
Title icon-green-checkmark.png icon-x-red.png icon-x-red.png