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  • https://en-ca.support.procore.com/faq/what-is-a-plan-manager-in-an-action-plan
    Answer The Plan Manager of an individual action plan is responsible for overseeing all stages of the action plan throughout its cycle. Only users with 'Admin' level permissions on the project's Action...Answer The Plan Manager of an individual action plan is responsible for overseeing all stages of the action plan throughout its cycle. Only users with 'Admin' level permissions on the project's Action Plans tool can be selected as a Plan Manager so that they can edit the action plan at any stage in order to make any necessary changes. See Also Create an Action Plan Perform an Action Plan Edit an Action Plan
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-action-plan-types
    How to create action plan types in the Company level Admin tool.
  • https://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-action-plan-statuses
    How to create action plan statuses in the Company level Admin tool.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/retrieve-an-action-plan-from-the-recycle-bin
    How to retrieve a deleted Action Plan from the Recycle Bin.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/search-and-filter-action-plan-items
    How to search for and filter items within an Action Plan.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/action-plans/videos
    This page includes training videos that show how to perform various tasks in or related to the project's Action Plans tool.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/create-a-custom-report-for-action-plans
    (Beta) How to create a custom report for action plans.
  • https://en-ca.support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/enable-the-action-plans-tool
    How to enable the Action Plans tool on a project.
  • https://en-ca.support.procore.com/faq/which-procore-tools-support-granular-permissions
    A list of tools that support the 'Granular Permissions' option in Procore.
  • https://en-ca.support.procore.com/procore-mobile-android/user-guide/action-plans-android/permissions
    This page lists the user permissions that are required to perform actions in or related to the project's Action Plans tool on the Procore Android app.
  • https://en-ca.support.procore.com/procore-mobile-ios/user-guide/action-plans-ios/tutorials/sign-a-completed-action-plan-ios
    How to sign a completed action plan on an iOS mobile device.