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Procore

Action Plans - User Permissions (Android)

Action Plans

Learn which user permissions are required to take the described actions in this tool.

 Important

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.

Permissions 

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take the action with this permission level AND one or more granular permissions.

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

Action None Read Only Standard Admin Notes

Add Records to Action Plan Items

 Web     iOS     Android

 

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  • Add Records
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Approve an Action Plan to be Performed

 Web     iOS     Android

 

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  • Sign as Action Plan Approver
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Approve an Action Plan to be Performed on Behalf of Another User

 Web     iOS     Android

 

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  • Sign as Action Plan Approver for Users within the Same Company

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  • Sign as Action Plan Approver for Users within the Same Company
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Create an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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Create and Edit a Project Level Action Plan Template

 Web

 

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  • Create and Edit Project Templates

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  • Create and Edit Project Templates
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Delete an Action Plan

 Web

 

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  • Delete Action Plan

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  • Delete Action Plan
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Edit an Action Plan

 Web

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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Edit Action Plan Item Notes

 Web     iOS     Android

 

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  • Edit Item Notes as Action Plans Assignee

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  • Edit Item Notes as Action Plans Assignee
icon-mindtouch-table-check.png 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

 

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  • Edit Item Status as Action Plans Assignee

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  • Edit Item Status as Action Plans Assignee
icon-mindtouch-table-check.png 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

 

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  • Create and Edit Action Plan

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  • Create and Edit Action Plan
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Configure Action Plans Notifications

 Web

 

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  • Edit Notifications

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  • Edit notifications
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Export an Action Plan

 Web

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Perform an Action Plan

  Web     iOS     Android

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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

 

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  • Sign as Action Plan Assignee
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Sign an Action Plan Item for Any User

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Any User
     

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  • Sign as Action Plan Assignee for Any User
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Sign an Action Plan Item for Users within the Same Company

 Web     iOS     Android

 

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  • Sign as Action Plan Assignee for Users within the Same Company

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  • Sign as Action Plan Assignee for Users within the Same Company
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Remove Records from Items

 Web     iOS     Android

 

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  • Remove Records
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Request Records in Published Plans

 Web     iOS     Android

 

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  • Add Record Requests to Published Plans as Assignee
icon-mindtouch-table-check.png icon-mindtouch-table-check.png 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

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Sign a Completed Action Plan as Yourself

 Web     iOS     Android

 

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  • Sign as Completed Action Plan Receiver
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Sign a Completed Action Plan for Another User within the Same Company

 Web     iOS     Android

 

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  • Sign as Completed Action Plan Receiver for Users within the Same Company

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  • Sign as Completed Action Plan Receiver for Users within the Same Company
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View an Action Plan

 Web     iOS     Android

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