Permissions
Action Plans
The following tables highlight which user permissions are required to perform the described user action.
Project Level
Action Plans Tool
- Denotes an action supported in Procore's iOS and/or Android mobile application.
+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
Task | None | Read Only | Standard | Admin |
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Approve an Action Plan to be Performed | ![]() |
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Create an Action Plan | ![]() |
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Delete an Action Plan | ![]() |
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Edit an Action Plan | ![]() |
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Export an Action Plan | ![]() ![]() |
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Perform an Action Plan ![]() |
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Search for and Filter Action Plans ![]() |
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Sign a Completed Action Plan | ![]() |
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View an Action Plan ![]() |
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View Change History | ![]() |
Admin Tool
Task | None | Read Only | Standard | Admin |
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Enable the Action Plans Tool | ![]() |
Company Level
Admin Tool
Task | None | Read Only | Standard | Admin |
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Create an Action Plan Template | ![]() |
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Create Action Plan Types | ![]() |
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Create Action Plan Verification Methods | ![]() |
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Delete Action Plan Types | ![]() |
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Delete Action Plan Verification Methods | ![]() |