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Procore (en-GB)

Delete Configurable Fieldsets


To delete fieldsets from the Company level Admin page.


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?

You can delete a fieldset if you no longer want it to be available to apply to projects. However, you cannot delete a fieldset that is currently applied to projects or set as the project default. To remove fieldsets from projects, see Remove Configurable Fieldsets from Projects.

Things to Consider


  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.
    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: You can set any configurable fieldset as the default for new projects.
    To set a fieldset as the default for new project, click Set as Default in the 'Default for New Projects' column.


  1. Navigate to the Company level Admin tool. 
  2. Under 'Tool Settings', click the tool that uses the custom fields you want to remove.
  3. Click the Fieldsets tab. 
    Note: Tools without other settings in the Admin tool will open to this page automatically.
  4. Click the rubbish bin icon across from the fieldset you want to delete.
    Note: You can only delete the fieldset if it is not currently applied to any projects or set as the project default.
  5. Click Delete again to confirm you want to delete the fieldset.
    Note: The fieldset cannot be restored once it is deleted.

See Also