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Procore (en-GB)

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

Background

Certain fields in the Main Contracts tool 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. See Create New Configurable Fieldsets.

Answer

The table below details which of the Main Contracts tool's default fields can be configured for projects:

Note:

  • A GREEN tick 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
Actual Completion Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Approval Letter Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Architect/Engineer icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Attachments icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Contract # icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Company icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Contract Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Contract Termination Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Contractor icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Default Retention icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png
Description icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Estimated Completion Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Exclusions icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Executed icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Execution Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Inclusions icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Issued On Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Letter of Intent Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Returned Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Sign with DocuSign icon-permissions-red-x.png icon-permissions-green-check.png icon-permissions-red-x.png
Signed Contract Received Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Start Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Status icon-permissions-green-check.png icon-permissions-red-x.png icon-permissions-red-x.png
Substantial Completion Date icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-green-check.png
Title icon-permissions-green-check.png icon-permissions-green-check.png icon-permissions-red-x.png

 

If you would like to learn more about Procore's main contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.