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Admin: Create Custom Fields for the T&M Tickets Tool

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  This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: October 29, 2020

 

Create Custom Fields for the T&M Tickets Tool

Procore has updated the Company level Admin tool to give you the ability to create custom fields for the T&M Tickets tool. Creating new custom fields is helpful when your company wants to track extra details related to the T&M tickets created in the field.

Example

Some examples of how you can use custom fields to meet your business requirements include:

  • To provide your field team with a way to indicate that work on the ticket is complete, you can add a custom ‘Checkbox’ field to the General Information section on your T&M Tickets.
  • To provide your Foreman with the ability to record what task each worker performed when recording labor entries, you can add a custom ‘plain text’ field for additional notes.
  • To record the type of equipment was used on a T&M Ticket, you can add a custom ‘Single Select (Dropdown)’ field to distinguish if it is rented or owned equipment.

To learn more, see Create New Custom Fields.

Common Questions

How do I create custom fields for the T&M Tickets tool? 

To create new custom fields for the T&M Tickets tool, you must be your company's Procore Administrator. You can then navigate to the Company level Admin tool and under Tool Settings, click T&M Tickets in the sidebar. Then, click the Custom Fields tab shown below. For step-by-step instructions, see Create New Custom Fields.

tm-tickets-custom-fields-tab.png
 

How many custom fields can I create for the T&M Tickets tool?

You can create up to 10 custom fields per category. The T&M Tickets tool has four (4) categories where you can add new fields: General Information, Labor, Material, and Equipment. To learn about the system's default categories and fields in the T&M Tickets tool, see Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?

What types of custom fields can I create?

When creating a custom field, you can choose from these types: Checkbox, Date, Multi Select, Number, Plain Text (Short), Rich Text (Long), and Single Select (Dropdown).

create-custom-fields-selections.png

What else can I do with custom fields?

After you create your custom fields, here are things you can do:

  • Add custom fields to a configurable fieldset and the assign the fieldset to a project. After creating a custom field, you can then add it to a configurable fieldset (see Create New Configurable Fieldsets). After adding your custom field to a fieldset, you can then define whether that field is going to be required, optional, or hidden in the T&M Tickets tool. 
  • Include your custom fields in your Company and Project level reports. If you want to include a custom field in any custom T&M Tickets reports, your custom fields will be available in Procore's reporting tools. See Create a Custom Company Report or Create a Custom Project Report. 
    Note: Custom fields are NOT currently supported with Procore Analytics. 
  • Custom Fields with the Procore API. If you decide to add custom fields to the T&M Tickets tool, custom fields are also supported by the Procore API. 

Where else can I create custom fields?

Yes. A number of Procore tools support custom fields. To learn which ones, see What are custom fields and which Procore tools support them?