Action Plans

The Action Plans tool helps ensure that your unique company and project-specific requirements are clearly defined, centralised, and organised. Action plans allow users to create plans outlining critical milestones that represent the standards of quality for their defined scopes of work. Action plans can also help users maintain a high degree of accountability by preserving records of work completed and documenting the approval from responsible parties for that completed work.

Perform an Action Plan on web and mobile IOS or Android
Enable blocking functionality and require a signature
Select a verification method to ensure the responsible party can verify an items completion
Create Action Plan templates to establish standards for your quality process and serve as starting points for your projects and your team can modify as needed to meet each project's unique needs
Streamline processes such as Inspections & Test Plans (ITPs), quality assurance plans, concrete pour plans, project startup plans, safety plans, and more

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Important

Permissions

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

Action	Read Only	Standard	Notes
Add Records to Action Plan Items Web iOS Android	Add Records OR Create and Edit Action Plan		You must also have permissions to view the item in the respective tool.
Approve an Action Plan to be Performed Web iOS Android	Sign as Action Plan Approver
Approve an Action Plan to be Performed on Behalf of Another User Web iOS Android	Sign as Action Plan Approver for Users within the Same Company	Sign as Action Plan Approver for Users within the Same Company
Create an Action Plan Web	Create and Edit Action Plan	Create and Edit Action Plan	The granular permission also allows users to add records, edit line item statuses and edit item notes.
Create and Edit a Project Level Action Plan Template Web	Create and Edit Project Templates	Create and Edit Project Templates
Delete an Action Plan Web	Delete Action Plan	Delete Action Plan
Edit Item Notes Web iOS Android	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Notes as Action Plans Assignee OR Create and Edit Action Plan	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	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	Edit Item Status as Action Plans Assignee OR Create and Edit Action Plan	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	Create and Edit Action Plan	Create and Edit Action Plan
Configure Action Plans Notifications Web	Edit Notifications	Edit notifications
Export an Action Plan Web
Perform an Action Plan Web iOS Android			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	Sign as Action Plan Assignee
Sign an Action Plan Item for Any User Web iOS Android	Sign as Action Plan Assignee for Any User	Sign as Action Plan Assignee for Any User
Sign an Action Plan Item for Users within the Same Company Web iOS Android	Sign as Action Plan Assignee for Users within the Same Company	Sign as Action Plan Assignee for Users within the Same Company
Remove Records from Items Web iOS Android	Remove Records
Request Records in Published Plans Web iOS Android	Add Record Requests to Published Plans as Assignee		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
Sign a Completed Action Plan as Yourself Web iOS Android	Sign as Completed Action Plan Receiver
Sign a Completed Action Plan for Another User within the Same Company Web iOS Android	Sign as Completed Action Plan Receiver for Users within the Same Company	Sign as Completed Action Plan Receiver for Users within the Same Company
View an Action Plan Web iOS Android

Below are the notable changes to the project's Action Plans tool.

Recent Changes

references update to action plans (03/09/2024)

When creating an Action Plan, the references section now has two action buttons: "Add Document" and "Add Procore Item." This update will help improve the organisation of Action Plan references while also allowing increased documentation storage. See Create an Action Plan.

New Templates for action plans (29/01/2024)

When creating an action plan, you can simplify your processes by using Procore's new action plan templates. These templates enable you to act without the administrative hassle of starting from scratch. Read the Announcement to learn more.

Updates to Requested Record File Selector (16/01/2024)

When adding requested attachments for action plan items, you can now add attachments from the following Procore tools: Photos, Drawings, and Forms. Additionally, when photos are requested, you can now add photos directly from Procore's Photos tool. These updates provide additional flexibility to add attachments and photos directly from Procore. See Add Records to Action Plan Items.

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

CONFIGURABLE FIELDSETS, fieldset TYPES, AND SECTIONS FOR ACTION PLANS (07/06/2023)

Users can now configure fields in the General Information section of Action Plans. Additionally, you can create Custom Fields for Action Plans, such as Company, Location, and Date and Time. Lastly, Procore has added the ability to organise Custom Fields into sections on Action Plans. See Create New Custom Fields, Which fields in the Action Plans tool can be configured as required, optional, or hidden? and What are custom sections and which Procore tools support them?

Bulk Edit Items within Action Plans (22/05/2023)

When creating or editing an action plan, you can make bulk changes to items within your plan. For example, you can bulk edit due dates, item statuses, and acceptance criteria. You can also replace assignees. To learn more, read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.

Add Observations as References and Records (08/05/2023)

Procore has added the ability to add observations as references and records when creating action plans. Now, reviewing and providing observations is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as a Reference (01/05/2023)

Procore has added the ability to provide meetings as a reference when creating action plans. Read the Announcement and tutorial to Create an Action Plan.

Add Forms as References and Records (26/04/2023)

Procore has added the ability to provide forms as a reference when creating action plans. Additionally, you can request completed forms as records as a part of an item’s completion. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Add Meetings as Records (04/06/2023)

Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.

Progress Bar for Plan Items (04/06/2023)

Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.

Filter Action Plan Items (03/08/2023)

Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method or record type. To learn how, see Search and Filter Action Plan Items.

Action Plan Items Now show in 'My Open Items' (17/02/2023)

Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.

Item Level Status (02/13/2023)

Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.

Add Records Not Originally Requested (02/13/2023)

Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.

Copy Action Plan Sections and Items (01/02/2023)

Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.

ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)

Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.

Tip

Create An Action Plan

Perform an Action Plan

Sign an Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates

Company Level Action Plan Configurations

Create an Action Plan Type

Create An Action Plan Template

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create An Action Plan Template

Create an Action Plan Type

Create An Action Plan

Perform an Action Plan

Sign an Action Plan

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Company Level Action Plan Templates

Company Level Action Plan Configurations

Create an Action Plan Type

Create An Action Plan Template

Important

Permissions

Recent Changes

references update to action plans (03/09/2024)

New Templates for action plans (29/01/2024)

Updates to Requested Record File Selector (16/01/2024)

Make Bulk Edits to Items in Action Plan Templates (28/08/2023)

CONFIGURABLE FIELDSETS, fieldset TYPES, AND SECTIONS FOR ACTION PLANS (07/06/2023)

Bulk Edit Items within Action Plans (22/05/2023)

Add Observations as References and Records (08/05/2023)

Add Meetings as a Reference (01/05/2023)

Add Forms as References and Records (26/04/2023)

Add Meetings as Records (04/06/2023)

Progress Bar for Plan Items (04/06/2023)

Filter Action Plan Items (03/08/2023)

Action Plan Items Now show in 'My Open Items' (17/02/2023)

Item Level Status (02/13/2023)

Add Records Not Originally Requested (02/13/2023)

Copy Action Plan Sections and Items (01/02/2023)

ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)