View an Action Plan

Objective

To view an action plan, and the action plan's change history in Procore.

Things to Consider

• Required User Permissions:
  • To view an action plan, 'Read Only' level permissions or higher on the project's Action Plans tool.
  • To view an action plan's Change History, 'Admin' level permissions on the project's Action Plans tool.
• Additional Information:
  • Items cannot be deleted from the change history.
  • The 'Progress' bar reflects the number of 'Closed' items in the plan.

Prerequisites

• Create a Project Level Action Plan 

Steps

1. Navigate to the project's Action Plans tool.
2. Locate the action plan you want to view and click View or Edit.
   Note: Published action plans have a 'View' button. Unpublished action plans have an 'Edit' button.
3. View the 'General Information' about the action plan.
4. View the 'Section and Items' for the action plan.
5. Optional: Click Change History to view the Change History.
   
   • The change history outlines the following actions performed in Action Plans:
     • Created or deleted
       • Who create or deleted the action plan
       • The date and time of the change
     • Type is changed
       • Who made the change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Changing the location
       • Who made the change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Changing the Plan Manager
       • Who made the change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Plan approver added or removed
       • Who made the change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Section is added or removed
       • Who added or removed the section
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Due date is changed
       • Who made changed the date
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Item added or removed
       • Who made the item change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Action plan status change
       • Who made the change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Title change
       • Who made the title change
       • Details of the change
       • From what it was changed from and what it was changed to
       • The date and time it was changed
     • Item Status Changed
       • Who changed the status of the item
       • The date and time it was changed
       • From what status it was changed from and what it was changed to
     • Item Status Automatically Updated
       • Who completed the action that triggered the automatic status change
       • The date and time it was changed
       • From what status it was changed from and what it was changed to

See Also

• Edit an Action Plan