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Procore

Search and Filter Action Plans

Objective

To search for and filter action plans.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Action Plans tool.
  • Additional Information:

Steps

 Note
Search terms and applied filters respect each other's parameters. In other words, if you have applied one or more filters before starting a search, the search results only include items applicable to the filters.

Search the Action Plans List

  1. Navigate to the project's Action Plans tool.
  2. Enter a keyword or phrase in the 'Search' box and press ENTER on your keyboard or click the icon-search.png icon.
    The following fields from action plans can be searched:
    • Name
    • Type
    • Plan Manager
    • Number
    • Location
  3. To clear your search terms, click the X in the 'Search' box.

Apply Filters to the Action Plans List

  1. Navigate to the project's Action Plans tool.
  2. Select a filter from the 'Add Filter' drop-down menu.
    The following filters are available:
  3. Press ESC on your keyboard.
  4. Optional: Repeat the steps above to add more filters.
  5. To clear one filter, click the X next to its name.
  6. To clear all filters, click Clear All.