Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools.

Permissions

| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

Icon Mindtouch Table Check Users can take the action with this permission level.

Icon Mindtouch Table Check Gp Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the project's Punch List tool?

Punch List Tutorials

Action

None

Read Only

Standard

Admin

Add Attachments to a Punch List Item
Web

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Add Comments to Punch List Items
Web

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Add a Photo to a Punch List Item
iOS Android

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Assign a Punch List Item
Web iOS Android

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'Standard' level users must also be the Punch Item Manager.

Close Any Punch List Item
Web iOS Android

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'Standard' level users must also be listed as the Final Approver, so long as the status is 'Ready to Close', or be the Punch Item Manager.

Close a Punch List Item that is 'Draft', 'In Dispute'.
Web iOS Android

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Configure Advanced Settings: Punch List
Web

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Customize the Column Display in the Punch List Tool
Web

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Create a Project Level Punch Item Template
Web

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Create a Punch List Item
Web iOS Android

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'Standard' level users must also be the Punch Item Manager.

Create a Punch Item Template Category at the Project Level
Web

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Deactivate a Punch Item Template on a Project
Web

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Delete a Punch Item Template Category at the Project Level
Web

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Delete a Punch Item Template from a Project
Web

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Delete a Punch List Item
Web

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Download Attachments from a Punch List Item
Web iOS Android

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Edit a Punch Item Template Category at the Project Level
Web

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Edit a Punch List Item You Created
Web iOS Android

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Edit Any Punch List Item
Web iOS Android

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Export Punch List Log as a PDF
Web

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Export the Punch List Log as a CSV
Web

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Export the Punch List Log as a PDF
Web

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Import Punch List Items
Web

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Users also need the following permissions:

  • 'Admin' level permissions on the project's Admin tool

  • 'Standard' permissions on the project's Directory tool.

Notify Assignees of Punch List Items
Web iOS Android

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Reassign a Punch List Item
Web iOS Android

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Respond to a Punch List Item
Web

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'Standard' level users must also be the Punch Item Manager.

Respond to a Punch List Item for Users in your Same Company
Web

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  • Respond to Punch Items Assigned to Users within the Same Company

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  • Respond to Punch Items Assigned to Users within the Same Company

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For users with the granular permission, you or someone at your company must also be the Punch Item's Assignee.

Retrieve Deleted Punch Item from Recycle Bin
Web

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Search and Filter the Punch List
Web iOS Android

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View a Punch List Item (Not Private, and not in 'Draft', 'In Dispute', or 'Initiated' Status)
Web iOS Android

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View a Punch Item (Private, and not in 'Draft', 'In Dispute', or 'Initiated' Status)
Web iOS Android

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'Read Only' and 'Standard' users must also be the Punch Item's Assignee.

View a Punch Item (Private, Any Status)
Web iOS Android

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'Read Only' and 'Standard' users must also be the Punch Item's Creator, Punch Item Manager, Final Approver, or on the Distribution List.

View a Punch Item for Users in the Same Company (Private, and not in 'Draft', 'In Dispute', or 'Initiated' Status)
Web iOS Android

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  • View Private Punch Items Assigned to Users Within Same Company

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  • View Private Punch Items Assigned to Users Within Same Company

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For users with the granular permission, you or someone in your company must be the Punch Item's Assignee.

View a Punch Item for Users in the Same Company (Private, Any Status)
Web iOS Android

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  • View Private Punch Items Assigned to Users Within Same Company

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  • View Private Punch Items Assigned to Users Within Same Company

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For users with the granular permission, you or someone in your company must be the Punch Item's Creator, Punch Item Manager, Final Approver, or on the Distribution List.

View Change History of a Single Punch List Item
Web

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