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Apply Configurable Fieldsets to Projects

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Objective

To apply configurable fieldsets that have been created in the Company level Admin tool to one or more projects in Procore.

Background

A configurable fieldset is a group of fields in certain Procore tools that can be set to optional, required or hidden, depending on the needs of your company. This allows for better control over data entry when users create and edit items in Procore projects. See What are configurable fieldsets and which Procore tools support them?

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool. 
  • Additional Information:
    • By default, configured fieldsets are only applied to new projects. However, you can select which projects to apply them to.
    • Configured fieldsets applied to projects will be reflected on both Procore’s web and mobile applications.
    • If you want to configure fieldsets for specific tools, see What are configurable fieldsets and which Procore tools support them?

Prerequisites

See Create New Configurable Fieldsets 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.

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool you want to view fieldsets for.
  3. Click the Fieldsets tab.
    Note: Tools without other settings in the Admin tool will open to this page automatically. 
  4. Locate the configurable fieldset you want to apply to projects.
    Note: To search for a project name or project number, enter it into the 'Search' box.
  5. Click the fieldset's link in the 'Assigned Projects' column.

    Note: This link indicates the number of projects the fieldset is currently applied to, out of the number of projects in the account.
  6. Mark the tickboxes next to the projects you want to add the fieldsets to.
    OR
    Mark the tickbox next to 'Select All' to select all projects.
  7. Click Update.

See Also