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Import a Company Level Action Plan Template

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Background

Importing an action plan template using a Microsoft Excel file allows you to quickly build templates offline.This feature streamlines the creation process and reduces manual data entry, making it easier to create complex templates with many sections and items.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • Tip: We recommend importing an Excel template if your action plan template contains more than 10-15 items.

    • Important! Action plan templates have a maximum limit of 1,000 line items per file. Your upload will fail if your Excel file exceeds this limit.

Prerequisites

Create Action Plan Types

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Action Plans.

  3. Click the Templates tab.

  4. Click Import Template.

  5. In the 'Import Action Plan Template' window, enter a Name and select a Type.

  6. Click Download under the 'Download Excel File' section to save a blank Microsoft Excel file to your computer.

  7. Open the downloaded file and enter the required information to populate your sections and items (e.g., title, acceptance criteria, due date, and hierarchy).
    Note: There is a 'General Instructions' tab within the template that provides guidance on how to properly complete the file.

  8. Save the file.

  9. Return to Procore and click Attach File (or drag and drop) under the 'Import Excel File' section to upload your saved file.

  10. Click Import.

  11. If there are formatting errors, an error banner will appear. See Interpret the Error Report below.

Interpret the Error Report

If your bulk upload has formatting mismatches, Procore generates an error report to help you identify exactly what needs to be fixed. Complete the following steps to troubleshoot and resolve these errors:

  1. On the error banner, click the vertical ellipsisIcon Vertical Ellipsisicon.

  2. Click Show Details to view the specific line errors directly in the window, or click Download Error Report to download the list to your computer.

  3. Review the specific row and column errors to see what needs to be updated.

  4. Correct the formatting mismatches in your original Microsoft Excel file.

  5. Save the file and upload the corrected version to Procore again.

See Also