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Procore

Release Notes

Below are the notable changes to the project's Action Plans tool.

Recent Changes

Add Item Level Notes on Action Plans(07/27/2022)

When creating or editing an action plan, users can now add notes to individual action plan items. See Create an Action Plan and Edit an Action Plan.

Add Correspondence Items as Records on Action Plans (07/19/2022)

Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action PlanCreate a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.

Updates to Linking Existing Inspections as Records on Action Plans (01/26/2022)

When linking an existing inspection as a record to an action plan, the 'Link Inspections' window now includes columns to show the 'Location' and 'Inspection Date' data from the available inspections. Additionally, inspections now display as individual cards that can be expanded or collapsed in the action plan's side panel after they been linked. See Perform an Action Plan.

Previous Changes