Permissions
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.
+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template.
| 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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| Delete an Action Plan | + |
+ |
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| Edit an Action Plan | + |
+ |
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| Export 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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|
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| Sign a Completed Action Plan | + |
+ |
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| View an Action Plan |
|
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| View Change History | |
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 | |