Create Custom Action Plan Item Statuses

Custom line item statuses let you track progress using labels that match how your team actually works. By creating specific updates like "Awaiting Inspection" or "Material On-Site," you can easily see exactly where every task stands. This flexibility keeps your whole team on the same page and ensures your digital records always reflect what's happening in the real world.

• Required Permissions

• Additional Information:

  • You can map a custom item status to an existing Procore default status. Note: Currently, custom statuses cannot be mapped to 'Closed'.

  • Once a custom item status is added, it is available to use at the action plan level, in the status filter, and in bulk edit options.

  • IMPORTANT! If you add a new action plan type after creating a custom item status, you must return to this settings page to assign the custom item status to the new type.

1. Navigate to the Company level Admin tool.

2. Under 'Tool Settings', click Action Plans.

3. Navigate to the 'Configurations' tab.

4. Scroll down to the 'Item Statuses' table.

5. Enter a name for the status in the Add Status box.

6. Select a status from the Status Mapping drop-down menu.

7. Optional: Under 'Assigned Types', click the link to assign the status to specific Action Plan Types.

8. Click +Add to add your new item status.
   Note: To delete a status, click the trash can icon.