What are custom fields and which Procore tools support them?
Answer
Custom fields are additional fields that can be added and customized in the Company level Admin tool for certain Project level tools in Procore through configurable fieldsets. See What are configurable fieldsets and which Procore tools support them?
This functionality is separate from custom fields that can be created in the project's Meetings, Submittals, and RFIs configure settings pages.
When creating a custom field, you must select a field type from the drop-down menu (such as Plain Text, Number, Checkbox, Single Select, or Multi Select). You can then mark the custom field as Required, Optional, or Hidden to control how it appears on projects. See Create New Custom Fields.
Tip
Interested in building a custom app or integration using the Procore API? Procore's API endpoints respect the custom fields that you create in the Procore web application. All the tools listed in the table below also support custom fields through the API. To learn more, visit the Procore Developers enter at developers.procore.com. We also recommend these resources: Working with Configurable Fieldsets and List Configurable Field Sets.
Supported Tools
The following Project level tools support custom fields created in the Company level Admin tool.
Tool | Fieldsets Available to Configure with Custom Fields | Number of Custom Fields Allowed per Fieldset |
---|---|---|
Admin (Project Level)1 |
|
15 |
Action Plans | Action Plan Type Note: Each of your company's custom action plan types has its own fieldset. |
10 |
Change Events (Change Management) |
|
10 |
Change Orders (Commitments & Prime Contracts) |
|
10 |
Client Contracts 2 |
|
30 |
Commitments (Contracts) |
|
30 |
Correspondence |
|
15 |
Daily Log |
|
10 |
Drawings |
|
10 |
Documents (Project Documents) |
|
10 |
Funding 3 |
|
30 |
Incidents |
|
15 |
Inspections |
|
10 |
Invoicing | Subcontractor Invoices - also known as Contractor Invoices | 30 |
My Time | General Information | 10 |
Observations |
|
10 |
Prime Contracts (Contracts) |
|
30 |
Progress Billings 3 |
|
10 |
Deficiency List |
|
10 |
RFIs |
|
10 |
Specifications |
|
10 |
Submittals |
|
10 |
T&M Tickets |
|
10 |
Timesheets |
|
10 |
1Some custom fields added to this fieldset are displayed on the Tender Board.
2The Client Contracts and Progress Billings tools are only available to Procore users in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
3The Funding tool is only available to Procore users in the United States who have implemented the Procore for Owners point-of-view dictionary. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?