Action Plans - User Permissions

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

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Approver
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Approve an Action Plan to be Performed on Behalf of Another User

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Approver for Users within the Same Company
icon-mindtouch-table-check.png  

Create an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan
icon-mindtouch-table-check.png

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

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Project Templates

icon-mindtouch-table-check-gp.png

  • Create and Edit Project Templates
icon-mindtouch-table-check.png  

Delete an Action Plan

 Web

 

icon-mindtouch-table-check-gp.png

  • Delete Action Plan

icon-mindtouch-table-check-gp.png

  • Delete Action Plan
icon-mindtouch-table-check.png  

Edit Item Notes

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • 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

 

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan

icon-mindtouch-table-check-gp.png

  • Create and Edit Action Plan
icon-mindtouch-table-check.png  

Configure Action Plans Notifications

 Web

 

icon-mindtouch-table-check-gp.png

  • Edit Notifications

icon-mindtouch-table-check-gp.png

  • Edit notifications
icon-mindtouch-table-check.png  

Export an Action Plan

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Perform an Action Plan

  Web     iOS     Android

  icon-mindtouch-table-check-gp.png icon-mindtouch-table-check-gp.png icon-mindtouch-table-check.png

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

 

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Sign an Action Plan Item for Any User

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Any User
     

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Any User
icon-mindtouch-table-check.png  

Sign an Action Plan Item for Users within the Same Company

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

  • Sign as Action Plan Assignee for Users within the Same Company
icon-mindtouch-table-check.png  

Remove Records from Items

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Remove Records
icon-mindtouch-table-check.png icon-mindtouch-table-check.png

 

Request Records in Published Plans

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • 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

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Sign a Completed Action Plan as Yourself

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

  • Sign as Completed Action Plan Receiver
icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

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

 Web     iOS     Android

 

icon-mindtouch-table-check-gp.png

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

icon-mindtouch-table-check-gp.png

  • Sign as Completed Action Plan Receiver for Users within the Same Company
icon-mindtouch-table-check.png  

View an Action Plan

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png