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Procore

Permissions

Action Plans

The following tables highlight which user permissions are required to perform the described user action.

Project Level

Action Plans Tool

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application. 

icon-mindtouch-table-check.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task None Read Only Standard Admin
Approve an Action Plan to be Performed     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Action Plan   + + icon-mindtouch-table-check.png
Delete an Action Plan   + +
Edit an Action Plan   + + icon-mindtouch-table-check.png
Export an Action Plan   icon-mindtouch-table-check.png
Perform an Action Plan  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Action Plans  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sign a Completed Action Plan   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View an Action Plan  mobile-icon-med.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History      
Admin Tool
Task None Read Only Standard Admin
Enable the Action Plans Tool       icon-mindtouch-table-check.png

Company Level