Enable the Action Plans Tool
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.Objective
To enable the Action Plans tool on a project.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project level Admin tool
Prerequisites
Your company must be a participant in the Action Plans beta. Please contact your Procore Account Manager for more information.
Steps
- Navigate to the Project level Admin tool.
- Under 'Project Settings', click Active Tools.
- Under the 'Project Management' section, mark the checkbox next to 'Action Plans'.
- Click Update.