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Procore Support (en-au)

Enable the Action Plans Tool

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 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

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 and then 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

Prerequisites

Your company must be a participant in the Action Plans beta. Please contact your Procore Account Manager for more information.

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.
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    1. language:en-us
    2. stage:published
    3. tutorial