Action Plans
このツールで説明されているアクションを実行するために必要なユーザー権限について説明します。
Important
Some actions that impact this tool are done in other Procore tools.
Permissions
||このアクションは、Procore のウェブ、iOS、Android アプリケーションで利用できます。クリックすると記事が表示されます。
ユーザーは、この権限レベルでアクションを実行できます。
ユーザーは、この権限レベルと、 アクセス権限などの 1 つ以上の追加要件を使用して、このアクションを実行できます。
What granular permissions are available for the project's Action Plans tool?
Action Plans Tutorials | None | Read Only | Standard | Admin | Notes |
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Add Records to Action Plan Items |
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| You must also have permissions to view the item in the respective tool. | |
Approve an Action Plan to be Performed |
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Approve an Action Plan to be Performed on Behalf of Another User |
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Create an Action Plan |
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| The granular permission also allows users to add records, edit line item statuses, and edit item notes. | |
Create a Contact for an Action Plan |
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| Users must also have 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts (Where Available)' granular permission. | |
Create and Edit a Project Level Action Plan Template |
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Delete an Action Plan |
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Edit Item Notes |
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Edit Action Plan Item Status |
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Edit an Action Plan |
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| To perform this action, the user must also have 'Read Only' or higher permissions within the Project Directory. | |
Configure Action Plans Notifications |
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Export an Action Plan |
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Perform an Action Plan |
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| This action involves many sub actions. See the required permissions for the following actions:
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Sign an Action Plan Item for Items Assigned to You |
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Sign an Action Plan Item for Any User |
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Sign an Action Plan Item for Users within the Same Company |
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Remove Records from Items |
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Request Records in Published Plans |
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| Users with the granular permissions can only take this action if they are the Assignee of the item or if they created the action plan. | |
Search for and Filter Action Plans |
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Sign a Completed Action Plan as Yourself |
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Sign a Completed Action Plan for Another User within the Same Company |
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View an Action Plan (Not Private and Not Draft) |
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View an Action Plan (Including Private and Draft) |
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| Users with 'Read Only' or 'Standard' level permissions must be the either the Creator, Assignee, Approver, Receiver, or Plan Manager of the action plan. | |
View an Action Plan (Including Private and Draft) |
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View an Action Plan when Approver is a member of your Company (Including Private and Draft) |
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| For users with the granular permission, the action plan's Approver must be a user from your company. | |
View an Action Plan when Assignee is a member of your Company (Including Private and Draft) |
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| For users with the granular permission, the action plan's Assignee must be a user from your company. | |
View an Action Plan when Receiver is a member of your Company (Including Private and Draft) |
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| For users with the granular permission, the action plan's Receiver must be a user from your company. |