The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralized, and organized. Action plans allow users to create plans outlining critical milestones that represent the standards of quality for their defined scopes of work. Action plans can also help users maintain a high degree of accountability by preserving records of work completed and documenting the approval from responsible parties for that completed work.
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Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
What granular permissions are available for the project's Action Plans tool?
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You must also have permissions to view the item in the respective tool. | ||
Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Create an Action Plan |
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The granular permission also allows users to add records, edit line item statuses, and edit item notes. |
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Create and Edit a Project Level Action Plan Template |
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Delete an Action Plan |
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Edit Item Notes |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Edit Action Plan Item Status |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Edit an Action Plan |
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Configure Action Plans Notifications |
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Export an Action Plan |
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Perform an Action Plan |
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This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan |
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Below are the notable changes to the project's Action Plans tool.
When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.
When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.
When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.
Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organize Custom Fields into sections on Action Plans. See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?
When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.
Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.
Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.
Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.
Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.
Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.
Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method, or record type. To learn how, see Search and Filter Action Plan Items.
Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.
Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.
Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.
Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.
Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.