Hi mate, How do can we copy an item from action plan and paste it in another action plan template? Its is tedious process if there is an ITP and we have to create a project template for that ITP. We have to copy word by word rather than just simply copy and pasting the whole section.
You can copy sections and items within an Action Plan, but I don’t think you can copy from one to another. Possibly consider duplicating the template you need, then copying/editing sections within it? Here’s a link to how that works: Copy Action Plan Items and Sections - Procore: support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/copy-action-plan-items-and-sections#Copy_Sections_and_Items_on_an_Action_Plan
Hi. We are running multiple projects in parallel. If a learning on one job reveals an additional step that needs to be included in the action plan template, is there a way to modify the template such that the additional check is automatically pushed to all those child projects in various states of completion?
Unfortunately there is no way to copy project Action Plan edits from one project to another, so you will have to change it on all the other projects that it the Action Plan template has been applied to.
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Hi mate,
How do can we copy an item from action plan and paste it in another action plan template?
Its is tedious process if there is an ITP and we have to create a project template for that ITP. We have to copy word by word rather than just simply copy and pasting the whole section.
You can copy sections and items within an Action Plan, but I don’t think you can copy from one to another. Possibly consider duplicating the template you need, then copying/editing sections within it? Here’s a link to how that works: Copy Action Plan Items and Sections - Procore: support.procore.com/products/online/user-guide/project-level/action-plans/tutorials/copy-action-plan-items-and-sections#Copy_Sections_and_Items_on_an_Action_Plan
Hi. We are running multiple projects in parallel. If a learning on one job reveals an additional step that needs to be included in the action plan template, is there a way to modify the template such that the additional check is automatically pushed to all those child projects in various states of completion?
Unfortunately there is no way to copy project Action Plan edits from one project to another, so you will have to change it on all the other projects that it the Action Plan template has been applied to.