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Procore

Search Action Plan Items

 

Objective

To search for Plan Items within an individual Action Plan.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Action Plans tool.

Steps

  1. Navigate to the project's Action Plans tool.
  2. If the action plan is in 'View' mode, click View next to the action plan you want to search.
    OR
    If the action plan is in 'Edit' mode, click Edit next to the action plan you want to search.
  3. Under 'Sections and Items', enter a keyword or phrase in the 'Search' box and press ENTER/RETURN on your keyboard or click the icon-search.png icon.
    The following plans item fields can be searched:
    • Title at the Section level
    • Title at the Item level
    • #
    • Acceptance Criteria
    • Notes
  4. To clear your search terms, click the X in the 'Search' box.