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Procore Support (en-au)

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

Answer

Certain fields in the Daywork Sheets tool can be configured as required, optional or hidden. For example, if you want to make a field required, or hide a section 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. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN tick (icon-green-checkmark.png) indicates the field can be configured to this setting. 
  • A RED 'x' (icon-x-red.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.
Section Field Name Required Optional Hidden
General Information Description icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
  Performed On icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
  Status icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
  Location icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Ordered By icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Reference # icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Company Signee icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
  Customer Signee icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
  Notes icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Labour Employee icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
  Classification icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Time Type icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Hours icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
Material Material Name icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
  Material Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Unit icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
  Quantity icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
Equipment Equipment Name icon-green-checkmark.png icon-green-checkmark.png icon-permissions-red-x.png
  Equipment Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
  Unit icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png
  Quantity icon-green-checkmark.png icon-permissions-red-x.png icon-permissions-red-x.png