This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: April 23, 2019 / Feature Released: May 15, 2019
Configure Fields as Required, Optional, or Hidden in the Daily Log Tool
Procore now allows users with 'Admin' permissions to the Company Admin tool to configure fieldsets for sections in the Daily Log tool. A fieldset is a group of fields that determines whether data entry is optional, required, or hidden from view when team members create or edit an item.
Once applied to a project, these configured fieldsets will override Procore's default fieldsets for that section. When team members create an entry in the Daily Log, they will see the fieldsets as they were configured for your company. See Create New Configurable Fieldsets.
The Manpower, Notes, and Daily Construction Report sections can have certain fields configured. This means you will be able to mark certain fields as required or optional, or hide them from view. See Which fields in the Daily Log tool can be configured as required, optional, or hidden?
Once fieldsets have been configured for a section, you will need to apply the settings to one or more projects to see the changes in the Daily Log. See Apply Configurable Fieldsets to Projects.
If you want a project to show the Procore Default options for certain fieldsets again, you can remove the project(s) from the selection to return to the default configured fieldsets. See Remove Configurable Fieldsets from Projects.
New Workforce Labor Tracking Types
There are six additional workforce labor types that can be added to the Daily Construction Report in the Daily Log: Women, Veteran, Minority, First-Year Apprentice, Local (City), and Local (County).
In order to track hours for these additional workforce labor types, these fields must first be configured in Daily Log section of the Company Admin tool, and then applied to one or more projects. See How do I enable additional workforce labor types for the Daily Log?
- Which fields in the Daily Log tool can be configured as required, optional, or hidden?
- What are configurable fieldsets and which Procore tools support configured fieldsets?
If you would like to ask questions or share any feedback, please contact firstname.lastname@example.org.