Permissions
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
- 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 |  |
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| Create an Action Plan | |
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| Edit 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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Admin Tool
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| Enable the Action Plans Tool | |
Company Level
Admin Tool
| Task | None | Read Only | Standard | Admin |
|---|---|---|---|---|
| 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 | |