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Procore

Update the Status of an Action Plan

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Objective

To update the status of an action plan.

Things to Consider

  • Required User Permissions:
    • To view an action plan, 'Read Only' level permissions or higher on the project's Action Plans tool.
  • Additional Information:
    • A status is applied to the entire action plan, not individual items.
    • 'Status' can only be updated when the action plan is in 'View' mode.

Steps

  1. Navigate to the project's Action Plans tool.
  2. Locate the action plan you want to view and click View.
    Note: Published action plans have a 'View' button. Unpublished action plans have an 'Edit' button.
  3. Locate the 'General Information' section.
  4. Select the 'Status' from the drop-down list.

A banner appears informing you that the status is updated.

See Also