Action Plan Report
The Procore Analytics Action Plans Report is a specialized report designed to help users track and manage action plans within their projects on the Procore platform. This report provides detailed insights and visualizations related to the progress and performance of action plans, ensuring that project teams can effectively manage tasks and meet their project goals.
Procore Tools Used in the Actions Plans Report
- Action Plans
Report Pages
Click the report pages below to view a sample report page.
Insights
The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.
Matrix
The Action Plans Matrix provides users with all of the detailed information available within their action plans.
Ball in Court
The Ball in Court Report for Action Plans shows a high-level view of stakeholder responsibility in user action plans, ensuring accountability and clarity around the progression of tasks or approvals.
Progress
As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high-level view of their action plan item completion percentage. The templates and locations are in alphanumeric order so the report can will give users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart, and a progress matrix style view.
Key Influencers
As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyzes factors contributing to the percentage of late action plan items.
Root Cause Analysis
As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyzes factors contributing to late items on actions place with a corresponding percentage score.
Data Quality
As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.
Change History
As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.
