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Procore

Enable the Action Plans Tool

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Objective

To enable the Action Plans tool on a project.

Background

The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralized, and organized. Action plans created in Procore are reviewed for approval by key project stakeholders before being performed. Once an action plan is performed, it is reviewed again (along with any related records provided as evidence) after completion to confirm that the set standard of quality was met.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the Project level Admin tool

Steps

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click Active Tools.
  3. Under the 'Project Management' section, mark the checkbox next to 'Action Plans'.

    admin-enable-action-plans-checkbox.png
     
  4. Click Update.