Action Plan Report

The Action Plans Insights report page offers a variety of visuals that deliver insights into Action Plans data, including details on Plan Approval Status, Item Assignment Status, and more.

The Action Plans Matrix provides users with all of the detailed information available within their action plans.

The Ball in Court Report for Action Plans shows a high-level view of stakeholder responsibility in user action plans, ensuring accountability and clarity around the progression of tasks or approvals.

As part of the Procore Analytics Action Plan Report, the Progress Report provides users with a high-level view of their action plan item completion percentage. The templates and locations are in alphanumeric order so the report can will give users a better view if the templates and locations are ordered accordingly. This page can be toggled between a bar chart, a gantt chart, and a progress matrix style view.

As part of the Procore Analytics Action Plan Report, the Key Influencers Report analyzes factors contributing to the percentage of late action plan items.

As part of the Procore Analytics Action Plans Report, the Root Cause Analysis Report analyzes factors contributing to late items on actions place with a corresponding percentage score.

As part of the Procore Analytics Action Plan Report, the Data Quality Report shows users which fields may be missing data in Procore.

As part of the Procore Analytics Action Plan Report, the Change History Report shows all changes made to all action plans.