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Procore

Which fields in the RFIs tool can be configured as required, optional or hidden?

Background

Certain fields in the RFIs tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.

In the table below:

  • A GREEN checkmark green-check.png indicates the possible settings for the field. 
  • A RED 'x' red-x.png indicates the field cannot be configured to this setting. 
  • A field name in GRAY italics indicates the field cannot be configured from its default setting.

Answer

The table below details the settings that are supported by the configurable fieldsets function in the project's RFIs tool. 

Field Name Required Optional Hidden
Assignees green-check.png red-x.png red-x.png
Cost Code green-check.png green-check.png green-check.png
Cost Impact green-check.png green-check.png green-check.png
Distribution green-check.png green-check.png green-check.png
Drawing Number green-check.png green-check.png green-check.png
Due Date green-check.png red-x.png red-x.png
Location green-check.png green-check.png green-check.png
Private red-x.png green-check.png red-x.png
Project Stage red-x.png green-check.png green-check.png
RFI # green-check.png red-x.png red-x.png
RFI Manager green-check.png red-x.png red-x.png
Received From green-check.png green-check.png green-check.png
Reference green-check.png green-check.png green-check.png
Responsible Contractor green-check.png green-check.png green-check.png
Schedule Impact green-check.png red-x.png red-x.png
Sub Job red-x.png green-check.png green-check.png
Spec Section green-check.png green-check.png green-check.png
Subject green-check.png red-x.png red-x.png