Action Plans

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.

Perform an Action Plan on web and mobile iOS or Android
Enable blocking functionality and require a signature
Select a verification method to ensure the responsible party can verify an items completion
Create Action Plan templates to establish standards for your quality process and serve as starting points for your projects and your team can modify as needed to meet each project's unique needs
Streamline processes such as Inspections & Test Plans (ITPs), quality assurance plans, concrete pour plans, project startup plans, safety plans, and more.

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Quick Links

Important

Permissions

What granular permissions are available for the project's Action Plans tool?

Action	Read Only	Standard	Notes
Add Records to Action Plan Items Web iOS Android	Add Records OR Create and Edit Action Plan		You must also have permissions to view the item in the respective tool.
Approve an Action Plan to be Performed Web iOS Android	Sign as Action Plan Approver
Approve an Action Plan to be Performed on Behalf of Another User Web iOS Android	Sign as Action Plan Approver for Users within the Same Company	Sign as Action Plan Approver for Users within the Same Company
Create an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan	The granular permission also allows users to add records, edit line item statuses, and edit item notes.
Create and Edit a Project Level Action Plan Template Web	Create and Edit Project Templates	Create and Edit Project Templates
Delete an Action Plan Web	Delete Action Plan	Delete Action Plan
Edit Item Notes Web iOS Android	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	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 Web iOS Android	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	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 Web	Create and Edit Action Plan	Create and Edit Action Plan	To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory.
Configure Action Plans Notifications Web	Edit Notifications	Edit notifications
Export an Action Plan Web
Perform an Action Plan Web iOS Android			This action involves many sub actions. See the required permissions for the following actions: Add Records Request Records in Published Plans Edit Action Plan Item Notes Edit Action Plan Item Status Sign for Action Plan Items
Sign an Action Plan Item for Items Assigned to You Web iOS Android	Sign as Action Plan Assignee
Sign an Action Plan Item for Any User Web iOS Android	Sign as Action Plan Assignee for Any User	Sign as Action Plan Assignee for Any User
Sign an Action Plan Item for Users within the Same Company Web iOS Android	Sign as Action Plan Assignee for Users within the Same Company	Sign as Action Plan Assignee for Users within the Same Company
Remove Records from Items Web iOS Android	Remove Records
Request Records in Published Plans Web iOS Android	Add Record Requests to Published Plans as Assignee		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 Web iOS Android
Sign a Completed Action Plan as Yourself Web iOS Android	Sign as Completed Action Plan Receiver
Sign a Completed Action Plan for Another User within the Same Company Web iOS Android	Sign as Completed Action Plan Receiver for Users within the Same Company	Sign as Completed Action Plan Receiver for Users within the Same Company
View an Action Plan Web iOS Android

Below are the notable changes to the project's Action Plans tool.

Recent Changes

modernized action plans Experience (03/20/2025)

The Action Plans tool now has a modernized, more intuitive layout and design. There are no changes to functionality. View Action Plans to learn more about this tool.

references update to action plans (09/03/2024)

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create an Action Plan.

New Templates for action plans (01/29/2024)

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.

Updates to Requested Record File Selector (01/16/2024)

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.

Action Plans

Tip

Create An Action Plan

Perform an Action Plan

Sign an Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates

Company Level Action Plan Configurations

Create an Action Plan Type

Create An Action Plan Template

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

Perform an Action Plan

Sign an Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates

Company Level Action Plan Configurations

Create an Action Plan Type

Create An Action Plan Template

Important

Permissions

Recent Changes

modernized action plans Experience (03/20/2025)

references update to action plans (09/03/2024)

New Templates for action plans (01/29/2024)

Updates to Requested Record File Selector (01/16/2024)