Action Plans: Add Submittals as References and Records
This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: February 1, 2023
Connect Submittals with Action Plans
Procore has added the ability to add Submittals as references and records in Action Plans.
When creating an Action Plan, users can include Procore Submittals as references, providing additional context and access to critical documentation for those performing an Action Plan. Users can also request new Submittals as records as a part of an item’s completion.
Demo
Attach a Submittal as a reference:
Add a Submittal as a record:
See Also
If you would like to ask questions or share any feedback, please contact support@procore.com.