Background
A Procore account user who has 'Admin' level permissions on the company's Admin tool can configure certain configurable fieldsets 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 fieldsets, you can create a company standard according to your business process to ensure consistency and prevent data entry errors. When you configure a fieldset, the fieldset 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 fieldset configurations, which are optimised for companies managing around $20M in annual construction volume.
For more information about configurable fieldsets, see What are configurable fieldsets and which Procore tools support them?
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 fieldset configurations may be more appropriate for companies managing less than $20M (USD) in annual construction volume.
Project Admin
General Project Settings Fieldsets
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 |
Optional or Required |
Owner Type |
Hidden |
Parent Project |
Hidden |
Phone |
Required |
Photo |
Optional |
Program |
Hidden |
Project Name |
Required |
Project # |
Optional |
Project Template |
Optional |
Projected finish date |
Hidden |
Region |
Optional |
Square Feet |
Hidden |
Stage |
Optional |
County Code |
Optional |
Store |
Hidden |
Timezone |
Required |
Type |
Optional |
Warranty End Date |
Hidden |
Warranty Start Date |
Hidden |
Postcode |
Required |
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Directory
Person Fieldsets
Configurable Field |
Recommendation |
Active |
Required |
Address |
Required |
Attachments |
Hidden |
Business Fax |
Hidden |
Business Phone |
Hidden |
Cell Phone |
Required |
City |
Required |
Company |
Required |
Country/County |
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 Fieldsets
Configurable Field |
Recommendation |
Abbreviated Name |
Hidden |
Address |
Required |
Attachments |
Hidden |
Business Phone |
Required |
City |
Required |
Contract Signer |
Hidden |
Country/County |
Required |
DBA |
Hidden |
Email address |
Required |
Entity Type |
Hidden |
Fax |
Hidden |
Payment Application 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 Fieldsets
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 Fieldsets
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 |
Programme 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 |
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 |
Programme Task |
Hidden |
Spec Section |
Required |
Status |
Required |
Sub Job |
Hidden |
Submittal Manager |
Required |
Submittal Package |
Optional |
Title |
Required |
Type |
Optional |
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Daywork Sheets
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 |
Labour 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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