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Procore (en-GB)

Apply Configurable Fieldsets to Projects

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 Company level Admin tool will open to this page automatically.
  4. Click Create New across from the section you want to configure fieldsets for.
  5. In the 'Create Fieldset' window, enter a name for the fieldset and click Create.
  6. On the 'Edit Fieldset' page, each field name has the following options:
    • Click the toggle to the ON icon-toggle-on.png position to make the field visible in the section.
      OR
      Click the toggle to the OFF icon-toggle-off.png position to hide the field in the section.
      Note: A  icon indicates that the field is visible by default and cannot be changed to hidden.
    • Mark the 'Required' tickbox to designate the field as required.
      OR
      Clear the 'Required' tickbox to designate the field as optional.
      Notes:
      • Tickboxes only display for visible fields that can be configured as required or optional. 
      • A grey marked tickbox  indicates that the field is required by default and cannot be changed to optional.
  7. Click Save.
  8. In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
    • In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
    • In the 'Apply changes to [#] project(s)?' window, click Confirm.
  9. Optional: To set a fieldset as the default for new projects, click the  icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.
     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 Company level Admin tool will open to this page automatically. 
  4. Locate the configurable fieldset you want to apply to projects.
  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 checkboxes next to the projects you want to add the fieldsets to.
    OR
    Mark the checkbox next to 'Select All' to select all projects.
    Note: To search for a project name or project number, enter it into the 'Search' box.
  7. Click Update.
  8. In the 'Apply changes?' window, click Confirm.

See Also