Create Action Plan
create_action_planCreate a new action plan in a Procore project by supplying project ID, title, and plan type ID. Returns the created plan with its new ID.
Instructions
Creates an new action plan in the specified Procore project. Pass the record's fields as top-level arguments — they are nested under "plan" in the request payload for you. project_id defaults to the value set by procore_set_config when omitted. Creates the action plan and returns it with its new id (HTTP 201); calling it again creates another record. Failures come back as an error payload carrying the HTTP status — commonly 401 when the token has expired, 403 without tool permission, and 404 when an id does not resolve. Required parameters: project_id, title, plan_type_id. Procore API: Project Management > Action Plans. Endpoint: POST /rest/v1.0/projects/{project_id}/action_plans/plans
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| title | Yes | JSON request body field — title of the Action Plan | |
| private | No | JSON request body field — privacy flag of the Action Plan | |
| asset_ids | No | JSON request body field — asset IDs to be set on the Action Plan | |
| manager_id | No | JSON request body field — party Person ID of the Action Plan Manager | |
| project_id | Yes | URL path parameter — unique identifier for the project. | |
| description | No | JSON request body field — description of the Action Plan | |
| location_id | No | JSON request body field — location ID to be set on the Action Plan | |
| plan_type_id | Yes | JSON request body field — plan Type ID to be set on the Action Plan | |
| plan_approvers_attributes | No | JSON request body field — plan_approvers_attributes | |
| plan_receivers_attributes | No | JSON request body field — plan_receivers_attributes | |
| custom_field_%{custom_field_definition_id} | No | JSON request body field — value of the custom field. The data type of the value passed in corresponds with the data_type of the Custom Field Definition. For a lov_entry data_type the value passed in should be the ID of one ... |