Create a Company Level Action Plan Template

Creating action plan templates at the Company level allows your company to easily use the same or similar action plans across your projects without needing to recreate them multiple times. By creating templates, your company can establish quality standards that serve as starting points for project-specific plans, which project teams can modify as needed to meet unique project needs.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool

• Additional Information:

  • The default general information and default sections and items can be changed while an action plan is being created from a template by users with the appropriate permissions.

  • You can set templates to Private by default. However, when creating an action plan from a template, users can select to make the action plan private or not.

• Create Action Plan Types

1. Navigate to the Company level Admin tool.

2. Under Tool Settings, click Action Plans.

3. Navigate to the Templates area.

4. Click Create Template.

   • Click Create New Company Template to manually create your Action Plan template or select one of Procore's pre-configured templates that were designed based on industry best practices.

5. You must then complete the following action plan sections:

   • Add Default General Information

   • Add Default Sections and Items

   • Copy Sections and Items

   • Bulk Edit Items

   • Rearrange Sections or Items

   • Delete Sections or Items

Add Default General Information

1. Enter your general information details.

   • Enter a Name for the action plan.

   • Do one of the following:

     • Select a default Type for action plans created from this template. See Create Action Plan Types.

     • To create a new type while creating the action plan template:

       • Click Create New Type.

       • Enter a name for the type.

       • Click Create.

   • Mark the Private checkbox to make the action plans created from this template visible to only certain people. See Who can see private action plans? Note: Users can clear this checkbox when creating an action plan from the template.

   • Enter a default description for action plans created from this template.

2. Click Create & Add Sections. A banner displays to confirm the action plan is created. The page is automatically refreshed and now includes the Sections and Items area.

   Note

   Clicking Create & Add Sections shifts the action plan template into Edit mode. While in edit mode, any changes made to the template's General Information or Sections and Items area are saved automatically.

Add Default Sections and Items

1. Enter a title for the first section.

2. Complete the following for the first item within the first section:

   • Title. Enter a name for the item.

   • Acceptance Criteria. Enter the rules or standards a task must meet to be considered correct.

   • References. Click + Add Document to add files to the action plan for reference.

     • Mark the checkboxes for the files you want to add or attach one or more files from your computer.

     • The action plan will always reference the latest versions of a specification or uploaded drawing.

   • Assignees. Click + Edit Assignees to assign responsible parties to the item and to designate whose signatures are requested.

     Additional Details Show/Hide Details

     • Under Blocking Functionality, select whether the item needs a signature before other items can be done. See What is 'Blocking Functionality' in an action plan?

     • Click Select Assignee and select the entity (e.g., 'Contractor') for the responsible party. Note: Specific users can be added as assignees when action plans are being performed.

     • Select the Verification Method the assignee should use to verify the item's completion. See Create Action Plan Verification Methods.
       Note: If the verification method is not listed in the drop-down menu, click +Create New Verification Method.

     • Enter a name for the verification method.

     • Click Create.

     • Click Save.

     • Click Add Assignee to add additional responsible parties.

     • Click Save.

3. Records. Click Add Requests to request one or more records to be included as part of the item's completion.

   • Click Inspections, Correspondence, or Forms and mark one more checkboxes next to the template or type you want to request.

   • Click Submittals, Meetings, Observations, Attachments (including Documents), or Photos and mark the checkbox to request that record.

   • Click Save after selecting the requested records for the item.

4. Click Add Item to add a new item within the section.

5. Click Add Section to add a new section.

6. Continue adding sections and items as necessary. See below for more details.

7. When you are finished adding sections and items, click Done to finish creating the action plan template. Note: Clicking Done shifts the action plan template into View mode where it can be used to create a new action plan in a project.

Copy Sections and Items on an Action Plan

1. Under Sections and Items, locate the section or item you want to copy.

2. Do one of the following:

   • If you are copying a section, hover over the section title bar and click Duplicate .

   • If you are copying an item, hover over the item and click Duplicate .

3. Fill out the information as needed in the newly created section or item.

4. When you are finished adding sections and items, click Save Draft to save it as a draft, or click Publish if you're ready for the action plan to be approved to be performed.

Rearrange Sections or Items

1. Hover your cursor over the beginning of the row with the section or item you want to move.

2. Click and hold the vertical grip (⋮⋮) icon.

3. Drag and drop the row to move it up or down in the table's order.

Delete a Section or Item

1. Hover your cursor over the end of the row.

2. Click the icon.

3. Click Delete.

• Create an Action Plan