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Procore (en-CA)


 In Beta
The following document describes functionality that is currently in a beta phase of its release. See Action Plans: (Coming Soon!) New Project Level Action Plans Tool for more information.

Action Plans

The following tables highlight which user permissions are required to perform the described user action.

Project Level

Action Plans Tool

icon-mindtouch-table-mobile.png - 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     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create an Action Plan       icon-mindtouch-table-check.png
Edit an Action Plan       icon-mindtouch-table-check.png
Perform an Action Plan  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search for and Filter Action Plans  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Sign a Completed Action Plan     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View an Action Plan  mobile-icon-med.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Admin Tool
Task None Read Only Standard Admin
Enable the Action Plans Tool       icon-mindtouch-table-check.png

Company Level

Admin Tool
Task None Read Only Standard Admin
Create Action Plan Types       icon-mindtouch-table-check.png
Create Action Plan Verification Methods       icon-mindtouch-table-check.png
Delete Action Plan Types       icon-mindtouch-table-check.png
Delete Action Plan Verification Methods       icon-mindtouch-table-check.png