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Action Plans: Add Submittals as References and Records

This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: February 1, 2023


Connect Submittals with Action Plans

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

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


Attach a Submittal as a reference:


Add a Submittal as a record:


See Also

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