Procore Fieldset Optimization

This course shows you how to take control of Procore fieldsets so your teams see only the fields that matter — and nothing that wastes time.

You’ll learn how to modify tool fieldsets, add custom sections and fields, test changes safely in a Sandbox project, and roll them out to your teams the right way. More importantly, you’ll learn why certain fields belong on the screen and how those decisions directly impact consistency, reporting, and real-world workflows.

By the end of this course, you’ll be able to confidently design, evaluate, and introduce optimized fieldsets that support how your projects actually run — not how the software defaults were built.

If you’re responsible for Procore configuration, adoption, or data quality, this course gives you a clear, repeatable process you can use across projects and tools.