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Procore Support (en-au)

Which fields on the create or update project page can be configured as required, optional or hidden?

Background

Certain fields on the project page (available when you create or update a project) can be configured as required, optional or hidden. For example, if you want to make an important field required for project creation, or hide a section that is not relevant, you can configure these preferences on the Fieldset page in the Company level Admin tool.

 Note
Unlike configurable custom fields for other tools, only one custom field can be created for the project page and the custom field will apply to all new and existing projects. See Create a Default Project Custom Field.

Answer

The table below details the settings that are supported by the configurable custom fields function in the project's Custom Field tab.

Note:

  • 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.
Field Name Required Optional Hidden
Accounting Project Number green-check.png green-check.png green-check.png
Active green-check.png red-x.png red-x.png
Actual Start Date red-x.png green-check.png green-check.png
Address green-check.png green-check.png red-x.png
Tender Type green-check.png green-check.png green-check.png
City green-check.png green-check.png red-x.png
Country green-check.png red-x.png red-x.png
County red-x.png green-check.png green-check.png
Departments green-check.png green-check.png green-check.png
Description green-check.png green-check.png green-check.png
Designated Market Area green-check.png green-check.png green-check.png
Fax green-check.png green-check.png green-check.png
Flag green-check.png green-check.png green-check.png
Latitude red-x.png green-check.png red-x.png
Logo red-x.png green-check.png green-check.png
Longitude red-x.png green-check.png red-x.png
Office green-check.png green-check.png green-check.png
Owner Type green-check.png green-check.png green-check.png
Parent Project green-check.png green-check.png green-check.png
Phone green-check.png green-check.png green-check.png
Photo red-x.png green-check.png green-check.png
Project Group green-check.png green-check.png green-check.png
Project Name green-check.png red-x.png red-x.png
Project Number green-check.png green-check.png green-check.png
Project Template red-x.png green-check.png green-check.png
Projected Finish Date red-x.png green-check.png green-check.png
Region green-check.png green-check.png green-check.png
Square Feet green-check.png green-check.png red-x.png
Stage green-check.png green-check.png red-x.png
State/Territory Code red-x.png green-check.png red-x.png
Store green-check.png green-check.png green-check.png
Timezone green-check.png red-x.png red-x.png
Type green-check.png green-check.png red-x.png
Warranty End green-check.png green-check.png green-check.png
Warranty Start green-check.png green-check.png green-check.png
Postcode green-check.png green-check.png green-check.png