Action Plans: Add Documents as References and Records

Provide Documentation with Action Plans

Procore has added the ability to add Documents as references and records in Action Plans.

When creating an Action Plan, users can include Procore Documents as references, providing additional context and access to critical documentation for those performing an Action Plan. Users can also request additional Documents as records as a part of an item’s completion.

See Also

• Create an Action Plan
• Perform an Action Plan

If you would like to ask questions or share any feedback, please contact support@procore.com.