Action Plans
Important
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application.
Users can take the action with this permission level.
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?
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Action Plans Tutorials |
None |
Read Only |
Standard |
Admin |
Notes |
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Add Records to Action Plan Items |
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You must also have permissions to view the item in the respective tool. |
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Apply Template Changes to Existing Action Plans |
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To perform this action, the user must also have 'Admin' permissions within the Company level Admin tool. |
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Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Configure Action Plans Notifications |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create a Contact for an Action Plan |
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Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission. |
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Create and Edit a Project Level Action Plan Template |
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To perform this action, the user must also have 'Admin' permissions within the Company level Admin tool. |
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Create Multiple Action Plans by Asset |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Create Multiple Action Plans by Location |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Delete an Action Plan |
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Duplicate a Company Level Action Plan Template |
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To perform this action, the user must also have 'Standard' or higher permissions within the Company level Admin tool. |
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Duplicate a Project Level Action Plan Template |
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Edit Item Notes |
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OR
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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. |
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Edit Action Plan Item Status |
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OR
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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. |
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Edit an Action Plan |
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To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. |
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Edit or Link Assets from an Action Plan |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Export an Action Plan |
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Link an Asset to an Action Plan |
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To perform this action, the user must also have 'Standard' or higher permissions within the Project Assets tool. |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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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. |
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Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan (Not Private and Not Draft) |
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View an Action Plan (Including Private and Draft) |
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Users with 'Read Only' or 'Standard' level permissions must be the either the Creator, Assignee, Approver, Receiver, or Plan Manager of the action plan. |
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View an Action Plan (Including Private and Draft) |
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View an Action Plan when Approver is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Approver must be a user from your company. |
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View an Action Plan when Assignee is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Assignee must be a user from your company. |
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View an Action Plan when Receiver is a member of your Company (Including Private and Draft) |
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For users with the granular permission, the action plan's Receiver must be a user from your company. |
