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Procore

Create Action Plan Types

 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.

Objective

To create action plan types for use in the project's Action Plans tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Action Plans.
  3. Navigate to the 'Configurations' tab.
  4. Under 'Types', click the text box and enter a name for the type you want to add.
  5. Click +Add to add your new action plan type.

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