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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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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OUTDATED VIDEOS - Removed from Support Site and Certifications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
 

Action Plans (2).png

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 the action with this permission level AND one or more 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
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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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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 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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Edit Action Plan Item Notes

 Web     iOS     Android

 

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  • Edit Item Notes as Action Plans Assignee

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  • Edit Item Notes as Action Plans Assignee
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

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  • Edit Item Status as Action Plans Assignee
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
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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

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.

Make Bulk Edits to Items in Action Plan Templates (08/28/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

CONFIGURABLE FIELDSETS, CUSTOM FIELD TYPES, AND SECTIONS FOR ACTION PLANS (06/07/2023) 

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organize Custom Fields into sections on Action Plans.  See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

Bulk Edit Items within Action Plans (05/22/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (05/08/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (05/01/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (04/26/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (04/06/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (04/06/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (03/08/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method, or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (02/17/2023)

Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.

Item Level Status (02/13/2023)

Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.

Add Records Not Originally Requested (02/13/2023)

Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.

Copy Action Plan Sections and Items (02/01/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (02/01/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.