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Procore

Edit a Company Level Action Plan Template

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Objective

To edit an action plan template at the Company level for use in the project's Action Plans tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool
  • Additional Information:
    • The default general information and default sections and items can be changed while an action plan is being created from a template by users with the appropriate permissions.
    • You can set templates to 'Private' by default. However, when creating an action plan from a template, users can select to make the action plan private or not.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Action Plans.
  3. Navigate to the 'Templates' tab.
  4. Click Edit next to the action plan template you want to edit. 
  5. Click in the fields you want to edit under General Information and Sections and Items.
  6. Click + Add Item to add items to your action plan sections.
  7. Click + Add Section to add additional sections to your action plan.
  8. Continue editing sections and items as necessary.

Copy Sections and Items on an Action Plan 

  1. Under 'Sections and Items', locate the section or item you want to copy.
  2. If you are copying a section, hover over the section title bar and click Duplicate icon-duplicate.png.
    OR
    If you are copying an item, hover over the item and click Duplicate icon-duplicate.png.
  3. Fill out the information as needed in the newly created section or item.

Bulk Edit Items 

  1. Mark the checkboxes next to the items you want to edit.
  2. Select to Add, Edit, or Replace Assignees based on the change you want to make.
    • You can add Assignees, Records, or References.
    • You can edit Acceptance Criteria, Due Dates or Item Status. 
    • You can Replace Assignees and update their Verification Method.
  3. Enter the new information.

Rearrange Sections or Items 

  1. Hover your cursor over the beginning of the row with the section or item you want to move.
  2. Click and hold the vertical grip (⋮⋮) icon.
  3. Drag and drop the row to move it up or down in the table's order.

Delete a Section or Item 

  1. Hover your cursor over the end of the row.
  2. Click the icon-delete-trash4.png icon.
  3. Click Delete.
  4. When you are done making edits, click
    Save Draft
    OR
    Publish.