Action Plans - Release Notes
Below are the notable changes to the project's Action Plans tool.
Recent Changes
custom line item statuses for action plans (10/08/2026)
Procore has introduced custom line item statuses within the Action Plans tool to provide teams with greater flexibility in tracking project progress. Action Plans now allows Company Administrators to define granular milestones that reflect specific field workflows, such as "Awaiting Inspection" or "Third-Party Review," rather than relying on system-defined categories. See Create Custom Action Plan Item Statuses.
Duplicate Action Plans at the Project Level (10/08/2026)
Procore introduced the ability for users to duplicate existing Action Plans at the project level to reduce administrative burden and manual data entry. The Action Plans duplication feature allows Project Managers and Administrators to replicate the structure and general information of successful plans while automatically resetting statuses and clearing signatures for a clean starting point. See Duplicate a Project Level Action Plan.
Expanded Template Carry Over (04/14/2026)
Action Plans now automatically carry over from project templates when a new project is created, eliminating the need for manual recreation. This functionality streamlines project setup by carrying over all project-level action plan templates and action plans, promoting consistency and efficiency across projects. See What gets copied over to a new project from a project template?
Attach Document Management Files to Action Plans (04/01/2025)
Procore enabled Document Management users to attach documents as references and records within Action Plans, streamlining the documentation process and ensuring all necessary documents are easily accessible and organized. The Action Plans feature empowered construction stakeholders to maintain comprehensive records, facilitating better collaboration and decision-making.
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.