Apply Template Changes to Existing Action Plans

Updating a project-level action plan template allows you to send edits to all active, open action plans created from that template. This eliminates manual updates across individual plans, ensuring consistency across project locations while protecting existing progress, signatures, and attached records.

• Required User Permissions

• Additional Information Show/Hide Details

  • Plan Status Requirements: Verify that target action plans are in 'Draft' or 'Open' status, as plans marked 'Closed' are never updated.

  • Volume Limits: Process up to 1,000 eligible open plans per update operation. If more than 1,000 plans exist, Procore updates the 1,000 most recently created plans.

  • Signature Resets: Collect and re-sign all plan-level approvals (Approver and Completed Action Plan Receiver signatures) after updating, as sending template edits clears existing plan approvals.

  • Progress Protection:

    • Closed Items: Items with a status of 'Closed' are never modified or overwritten.

    • Edits vs. Deletions: Edits (such as updated titles or criteria) will apply to open items, even if work has started. However, deleting an item or record request will be skipped on any item that has progress (defined as having attached records, captured signatures, or any status other than 'Open').

  • Advance Communication: Notify Plan Managers and assigned users before applying updates to prepare them for required signature re-collection.

  • Schedule Considerations: Apply template changes during low-activity windows to avoid disrupting team members actively completing or signing items.

• Access: Verify appropriate permission levels on the project's Action Plans tool.

• Preparation: Confirm that the target action plan template is a project-level template.

1. Navigate to the project's Action Plans tool.

2. Click the Action Plans Settings icon.

3. Click the Templates tab.

4. Select the project-level template you want to edit.

5. Make necessary updates to the header, sections, items, or requirements.

6. Click Save.

7. Select one of the following options in the 'Save Changes?' confirmation window:

   • Save Template: Select this option to save edits to the template only while leaving existing plans unchanged.

   • Save and Update Action Plans: Select this option to save edits to the template and automatically apply them to all eligible open and draft action plans.

8. Click Save and Update Action Plans.

9. Review the Bulk Edit Report (.xlsx) attached to the completion email sent to your inbox to verify field updates and inspect skipped items.

10. Re-collect required plan-level signatures from designated Approvers and Completed Action Plan Receivers on updated plans.