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Procore

Release Notes

 In Beta
The following document describes functionality that is currently in a beta phase of its release. See Action Plans: (Coming Soon!) New Project Level Action Plans Tool for more information.

Below are the notable changes to the project's Action Plans tool during its beta period.

Recent Changes

Rearrange Sections and Items in Action Plans (8/25/2020)

While editing an action plan, users can now rearrange the sections and items. See Edit an Action Plan.

Request and Attach Files to Action Plans on iOS (6/15/2020)

While creating action plans, users can request attachments to be added while an action plan is being performed. Users can now attach files while performing an action plan in Procore's iOS mobile app. See Create an Action Plan and Perform an Action Plan: Mobile.

Request and Attach Files to Action Plans on Web and Android (6/15/2020)

While creating action plans, users can now request attachments to be added while an action plan is being performed. Users can attach files while performing an action plan in Procore's web application and the Android mobile app. See Create an Action Plan and Perform an Action Plan: Mobile.

Ability to Create Company Level Templates Added for Action Plans (6/15/2020)

Users with 'Admin' level permissions on the Company level Admin tool can now create action plan templates to be used in the project's Action Plans tool. See Create an Action Plan Template.

Filters Added for Action Plans Log on iOS (6/1/2020)

The Action Plans log can now be filtered on Procore's iOS mobile app. The following fields are now filterable: Type, Location, and Plan Manager.

Search Functionality Added for Action Plans Log to Web and Mobile (5/14/2020)

Action plans can now be searched by the following fields: Name, Type, Plan Manager, Number, and Location. See Search for and Filter Action Plans.

Filters Added for Action Plans Log on Web and Android (5/4/2020)

The Action Plans log can now be filtered on Procore's web application and the Android mobile app. The following fields are now filterable: Type, Location, and Plan Manager.

Due Dates Added for Action Plans (5/4/2020)

Due dates can now be added while creating an action plan. They can also be added, modified, or removed while an action plan is being performed on the web by a user with 'Admin' level permissions on the project's Action Plans tool. See Create an Action Plan and Perform an Action Plan.

Perform Action Plans on Mobile (4/21/2020)

Action plans can now be performed on Procore's iOS and Android mobile apps. See Perform an Action Plan: Mobile.

All Changes

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