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Procore

Action Plans

 

The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralized, and organized. Action plans allow users to create plans outlining critical milestones that represent the standards of quality for their defined scopes of work. Action plans can also help users maintain a high degree of accountability by preserving records of work completed and documenting the approval from responsible parties for that completed work.

  • Perform an Action Plan on web and mobile IOS or Android
  • Enable blocking functionality and require a signature
  • Select a verification method to ensure the responsible party can verify an items completion
  • Create Action Plan templates to establish standards for your quality process and serve as starting points for your projects and your team can modify as needed to meet each project's unique needs
  • Streamline processes such as Inspections & Test Plans (ITPs), quality assurance plans, concrete pour plans, project startup plans, safety plans, and more

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To browse and search all Procore training videos, visit our video library.

Create An Action Plan
 
Perform an Action Plan
 
Sign an Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates
 
Company Level Action Plan Configurations
 
Create an Action Plan Type
 
Create An Action Plan Template
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template
 
Create an Action Plan Type
 
Create An Action Plan
 
Perform an Action Plan
 
Sign an Action Plan
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates
 
Company Level Action Plan Configurations
 
Create an Action Plan Type
 
Create An Action Plan Template
 

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Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Action Plans tool?

Action None Read Only Standard Admin Notes

Add Records to Action Plan Items

 Web     iOS     Android

 

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  • Add Records
    OR
  • Create and Edit Action Plan
icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png You must also have permissions to view the item in the respective tool.

Approve an Action Plan to be Performed

 Web     iOS     Android

 

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  • Sign as Action Plan Approver
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Approve an Action Plan to be Performed on Behalf of Another User

 Web     iOS     Android

 

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  • Sign as Action Plan Approver for Users within the Same Company

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  • Sign as Action Plan Approver for Users within the Same Company
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Create an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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The granular permission also allows users to add records, edit line item statuses, and edit item notes.

Create and Edit a Project Level Action Plan Template

 Web

 

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  • Create and Edit Project Templates

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  • Create and Edit Project Templates
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Delete an Action Plan

 Web

 

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  • Delete Action Plan

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  • Delete Action Plan
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Edit Item Notes

 Web     iOS     Android

 

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  • Edit Item Notes as Action Plans Assignee
    OR
  • Create and Edit Action Plan

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  • Edit Item Notes as Action Plans Assignee
    OR
  • Create and Edit Action Plan
icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Edit Action Plan Item Status

 Web     iOS     Android

 

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  • Edit Item Status as Action Plans Assignee
    OR
  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

  • Edit Item Status as Action Plans Assignee
    OR
  • Create and Edit Action Plan
icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Edit an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
icon-mindtouch-table-check.png To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory.

Configure Action Plans Notifications

 Web

 

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  • Edit Notifications

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  • Edit notifications
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Export an Action Plan

 Web

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Perform an Action Plan

  Web     iOS     Android

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This action involves many sub actions. See the required permissions for the following actions:

  • Add Records
  • Request Records in Published Plans
  • Edit Action Plan Item Notes
  • Edit Action Plan Item Status
  • Sign for Action Plan Items

Sign an Action Plan Item for Items Assigned to You

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee
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Sign an Action Plan Item for Any User

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Any User
     

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  • Sign as Action Plan Assignee for Any User
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Sign an Action Plan Item for Users within the Same Company

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Users within the Same Company

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  • Sign as Action Plan Assignee for Users within the Same Company
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Remove Records from Items

 Web     iOS     Android

 

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  • Remove Records
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Request Records in Published Plans

 Web     iOS     Android

 

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  • Add Record Requests to Published Plans as Assignee
icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan.

Search for and Filter Action Plans 

 Web     iOS     Android

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Sign a Completed Action Plan as Yourself

 Web     iOS     Android

 

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  • Sign as Completed Action Plan Receiver
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Sign a Completed Action Plan for Another User within the Same Company

 Web     iOS     Android

 

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  • Sign as Completed Action Plan Receiver for Users within the Same Company

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  • Sign as Completed Action Plan Receiver for Users within the Same Company
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View an Action Plan

 Web     iOS     Android

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Below are the notable changes to the project's Action Plans tool.

Recent Changes

modernized action plans Experience (03/20/2025) 

The Action Plans tool now has a modernized, more intuitive layout and design. There are no changes to functionality. View Action Plans to learn more about this tool. 

references update to action plans (09/03/2024)

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create an Action Plan

New Templates for action plans (01/29/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (01/16/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.