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Manage Configurable Fieldsets and Default Fields for the Document Management Tool

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 LImited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To manage default fields and field options for documents in the Document Management tool.

Things to Consider

Steps

Fields for the Document Management tool can be managed at the Company and Project level. See the following options:

Configure Fieldsets and Default Fields for Projects

Create New Configurable Fieldsets

  1. Navigate to the Company level Admin tool. 
  2. On the sidebar, scroll down to 'Tool Settings' and click Document Management.
    pdm-admin-tool-settings.png
  3. The Fieldsets tab opens automatically.
  4. Click Create New.
  5. Enter a name for the fieldset and click Create.
  6. On the 'Edit Fieldset' page, mark the Required tickbox next to any additional fields that you want to make required.
    Note: Fields provided by Procore cannot be turned off and required fields (Name, Revision, Status and Type) cannot be marked as optional. For more information on the fields, see What are the different fields in the Document Management tool? 
  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 tickbox 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 Set as Default.

Edit Default Fields

  1. Navigate to the Company level Admin tool. 
  2. On the sidebar, scroll down to 'Tool Settings' and click Document Management.
  3. Click the Default Fields tab.
    You can manage options for the following fields:
    • Classification: A specific sub-type of a document type.
    • Discipline: The discipline associated with this document.
    • Status: The state of a document as it goes through a process.
    • Type: The different categories of documents, like drawings, specifications or models.
    • Volume / System: A complete set of equipment that works together for one role or purpose.
  4. Click the arrow icon-arrow-expand.png icon next to a field name to show options for that field.
  5. Click Edit.
  6. Modify the options for the field as necessary:pdm-edit-status-field.png
    • To rename an option's Code or update its Description, click into the field and enter the updated text. 
    • To hide an option, clear the tickbox.
    • To show an option, mark the tickbox.
    • To add an option, click Add Option. 
    • To delete an option, click the delete icon.
  7. When you're ready to save the changes, click Save. 

Show or Hide Options for a Field

Within a project's Document Management tool, you can customise which options show for fields that have multiple options. For example, you can select which options show for the 'Discipline' field, since it's a Single Select Dropdown menu.

  1. Navigate to the project's Document Management tool.
  2. Click the Configure Settings icons-settings-gear.png icon.  
  3. Click the Documents tab.
  4. Click the arrow icon-arrow-expand.png icon next to 'Document Fields' to expand the section.
    Each field is listed with its name, field type and description.
  5. Click on the field that you want to manage.
    Note: Currently, you can only manage field options for Single Select Dropdown fields (such as Status, Type and Discipline). If you click on another field type, you'll see information about the field, with no 'Edit' button available. 
  6. Click Edit Field.
  7. Select which field options you want people to be able to select in the tool:
    pdm-show-hide-field-options.png
    • To hide an option, clear the tickbox.
    • To show an option, mark the tickbox.
  8. Click Save.