Action Plans - User Permissions

Action Plans Tool

: Denotes an action supported in Procore's iOS and/or Android mobile application.

Task	None	Read Only	Standard	Admin
Approve an Action Plan to be Performed		+
Create an Action Plan		+	+
Create and Edit a Project Level Action Plan Template		+	+
Delete an Action Plan		+	+
Edit an Action Plan		+	+
Edit Action Plans Notifications		+	+
Export an Action Plan
Perform an Action Plan		+	+
Search for and Filter Action Plans
Sign a Completed Action Plan		+	+
View an Action Plan
View Change History

₊Granular Permissions

Granular permissions can be assigned when a user has 'Read Only' or 'Standard' level permissions, and needs additional access to complete a task. See Grant Granular Permissions in a Project to learn how.

• Add Records. Grants users the privilege to add records to an Action Plan. On by default for users with 'Standard' permissions. See Perform an Action Plan.
• Add Record Request to Published Plans as Assignee. Grants users the privilege to add a record request if they are an assignee.
• Create and Edit Action Plan. Grants users the privilege to create and edit an Action Plan. See Create an Action Plan and Edit an Action Plan.
• Create and Edit Project Templates. Grants users the privilege to create and edit project level Action Plans templates. 
• Delete Action Plan. Grants users the privilege to delete an Action Plan. See Delete an Action Plan.
• Edit Due Date in Published Plans. Grants users the privilege to edit the due date in any published Action Plan. See Perform an Action Plan.
• Edit Item Notes as Action Plans Assignee. Grants users the privilege to edit item notes in action plans they are assigned to. See Perform an Action Plan.
• Edit Item Status as Action Plans Assignee. Grants users the privilege to edit the status of an action plan item they are assigned to. See Perform an Action Plan.
• Edit Notifications. Grants users the privilege to edit project notification settings for Action Plans.
• Sign as Action Plan Approver. Grants users the privilege to sign as an Action Plan Approver. On by default for users with 'Standard' permissions and cannot be modified. See Approve an Action Plan to be Performed.
• Sign as Action Plan Approver for Users with the Same Company. Grants users the privilege to sign as an Action Plan Approver for anyone is a specified company, including action plans marked as 'Private'. See Approve an Action Plan to be Performed.
  Note: You can only sign as an approver for users your share a company with. Action Plans does not allow you to sign as an approver for users in another company. 
• Sign as Completed Action Plan Receiver. Grants users the privilege to sign as a Completed Action Plan Receiver. On by default for users with 'Standard' permissions and cannot be modified. See Sign a Completed Action Plan.
• Sign as Completed Action Plan Receiver for Users with the Same Company. Grants users the privilege to sign as an Action Plan Receiver for anyone is a specified company, including action plans marked as 'Private'. See Sign a Completed Action Plan.
  Note: You can only sign as receiver for users your share a company with. Action Plans does not allow you to sign as an receiver for users in another company. 
• Sign as Action Plan Assignee for any User. Grants users the privilege to sign an Action Plan as an assignee from the project. See Perform an Action Plan.
• Sign as Action Plan Assignee for Users within the Same Company. Grants users the the privilege to sign an Action Plan as an assignee from a specified company. See Perform an Action Plan.
• Sign as Action Plan Assignee. Grants users the privilege to sign an Action Plan as an assignee from the project. On by default for users with 'Standard' permissions. See Perform an Action Plan.
• Remove Record. Grants users the privilege to remove records from an Action Plan. On by default for users with 'Standard' permissions. See Perform an Action Plan.

Admin Tool

Task	None	Read Only	Standard	Admin
Enable the Action Plans Tool

Admin Tool

Task	None	Read Only	Standard	Admin
Create a Company Level Action Plan Template
Create Action Plan Types
Create Action Plan Verification Methods
Delete Action Plan Types
Delete Action Plan Verification Methods