Release Notes
Below are the notable changes to the project's Action Plans tool.
Recent Changes
Add Meetings as Records (04/06/2023)
Procore has added the ability to request and add a Meeting as a record when creating and performing Action Plans, ensuring quality within your workflow. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.
Progress Bar for Plan Items (04/06/2023)
Procore has added a progress bar to Action Plans so that you can easily see each plan's overall progress. Read the Announcement and tutorials to View an Action Plan and Perform an Action Plan.
Filter Action Plan Items (08/03/2023)
Procore has added the ability to filter Plan Items within an individual Action Plan. Filter by record and reference types, due date, assignee, verification method or record type. To learn how, see Search and Filter Action Plan Items.
Action Plan Items Now show in 'My Open Items' (17/02/2023)
Procore has updated the Company level Portfolio tool and the Project level Home page so that the 'My Open Items' area now displays Action Plan information. This information comes from the Project level Action Plans tool. New Action Plan Items will automatically appear in 'My Open Items' and existing Items will appear by re-publishing the plan or updating the individual Item. See Announcement.
Item Level Status (13/02/2023)
Procore has added statuses to individual Action Plan items, making it easy to track their progress and the overall progress of the Action Plan. See Action Plans: Item Level Status.
Add Records Not Originally Requested (13/02/2023)
Procore has added the ability to add and fulfill records requests on Action Plans that are already in progress, even if those records were not originally requested. See Action Plans: Add Records Not Originally Requested.
Copy Action Plan Sections and Items (01/02/2023)
Procore has added the option to copy sections and individual items on Action Plans and Action Plan Templates. This allows Procore users to work more efficiently by filling out Action Plans without needing to re-enter repeated information more than once. See Action Plans: Copy Sections and Items in an Action Plan or Template.
ADD Submittals AS REFERENCES AND RECORDS (01/02/2023)
Procore has added the ability to add Submittals as references and records when creating action plans. Now, Submittals are a seamless part of the quality review process for Action Plans. See Announcement.
Add Correspondence Items as References (12/12/2022)
Procore has added the ability to add correspondence as a reference when creating action plans. This allows those performing action plans to view communication regarding items within an action plan, making it easier to understand and complete those items. See Create an Action Plan.
Search for Action Plan Items (16/11/2022)
Procore has added the ability to search for Plan Items within an individual Action Plan. Search for the titles of sections or items or for acceptance criteria or notes to easily find the Plan Items you are looking for. To learn how, see Search Action Plan Items.
Add Documents as References and Records (19/10/2022)
Procore has added the ability to add documents as references and records when creating action plans. Now, reviewing and providing documents is a seamless part of the quality review process for Action Plans. Read the Announcement and tutorials to Create an Action Plan and Perform an Action Plan.
Action Plan Statuses (29/09/2022)
Procore has added statuses to Action Plans, making it easy to track whether they are a draft, in progress, or closed. You can create custom statuses, providing flexibility when following your company’s process, and filter by status on the Action Plan List. Read the Announcement and tutorials to Create Action Plan Statuses and Update the Status of an Action Plan.
Reportable Action Plans Fields in Procore Analytics (27/09/2022)
Procore has added new reportable fields about Action Plans for customers using Procore Data Extract in Procore Analytics. Learn more about the newly available fields, Procore Data Extract and Procore Analytics.
Create Private Action Plans (12/09/2022)
Procore has added the ability to make the action plans you create private, allowing you to choose who should have access to view the action plan. Read the Announcement and tutorial to Create an Action Plan.
Add Item Level Notes on Action Plans (27/07/2022)
When creating or editing an action plan, users can now add notes to individual action plan items. Read the Announcement and tutorials to Create an Action Plan and Edit an Action Plan.
Add Correspondence Items as Records on Action Plans (19/07/2022)
Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action Plan, Create a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.
Updates to Linking Existing Inspections as Records on Action Plans (26/01/2022)
When linking an existing inspection as a record to an action plan, the 'Link Inspections' window now includes columns to show the 'Location' and 'Inspection Date' data from the available inspections. Additionally, inspections now display as individual cards that can be expanded or collapsed in the action plan's side panel after they been linked. See Perform an Action Plan.