Fieldset Optimization - 90 Day Premium Access

Learn how to design Procore fieldsets that work for your projects — not against them. This course walks you through modifying fieldsets, adding custom fields and sections, testing changes in a Sandbox environment, and introducing updates to your teams with confidence. You’ll gain a practical framework for making smarter configuration decisions that improve usability, consistency, and reporting across your Procore platform. Built for admins and power users who want cleaner data, better adoption, and fewer headaches.

$49.00 USD

Fieldset Optimization - Preview

Learn how to design Procore fieldsets that work for your projects — not against them. Procore tools don’t have to feel cluttered or irrelevant to your workflows. This introduction shows how fieldsets define the fields your teams see—and how smart fieldset design improves usability, consistency, and platform adoption.

Free

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Course Outline

Fieldset Optimization

Customizing Fieldsets - Preview
1 lesson
1. Fieldsets Introduction
Customizing Fieldsets - Premium Access
9 lessons
1. Fieldsets Example
2. Checkpoint
3. Custom Fieldset Options
4. Checkpoint
5. Fieldset Evaluation
6. Checkpoint
7. Introducing Your Fieldset
8. Checkpoint
9. Final Takeaways