Create a Punch List Item

Things to Consider

Beta

Please note that some details in this article apply only to users participating in the open beta. Company Administrators can enable the Punch List: Create Punch Items from Template on Web and Persist Category Beta n Procore Explore (US 2 | UK).

  • Punch list items can be assigned to multiple people.

  • To assign a punch list item to a person, the user must:

  • After an initial notification is sent, selected assignees will receive daily notifications of overdue items via email; email notifications end after 45 days.

  • Punch list item types cannot be created when creating a punch list item. Types must be created by an 'Admin' level user in the tool's configuration settings. See Configure Advanced Settings: Punch List.

Steps

  1. Navigate to your project's Punch List tool.

  2. Click + Create.Create Punch Item

  3. Click into the following fields to enter the relevant information.

    Show/Hide Fields

    • Category (Beta Feature): If configured for your project, select a category from the drop-down menu.

      • Note: You must select a category to reveal the Template field. Currently, the category selection is for tracking purposes only and does not affect the item's workflow.

    • Template (Beta Feature): Once a category is selected, select a template from the drop-down menu.

      • Selecting a template automatically populates the Trade, Punch Manager, Assignee, and Final Approver fields if they are configured in the template. If the template does not define a value for one of these fields, Procore applies the project's default settings. You can edit any auto-populated values before saving the item.

    • Title: Provide a descriptive title for the punch list item. The item's title is displayed as the title in the list view.

    • Number: Assign a number to the punch list. This number can be a duplicate of one already assigned to another punch list item in your project.

    • Punch Manager: Select a Punch Manager who will oversee the item throughout its entire lifecycle.
      Note: If no Punch Manager is selected, Procore will automatically list the item's Creator as the Punch Manager.

    • Assignee: Select an Assignee who will be responsible for resolving these items.

    • Final Approver: Select a Final Approver who will have the authority to close the item.
      Note: If no Final Approver is selected, Procore will automatically list the item's Creator as the Final Approver.

    • Location: Use the location drop-down menu to select a location the item impacts. Either select from the predefined locations, or add a new location. See Add a Multi-tiered Location to an Item. This location may be as general as the site location at the first tier or as specific as where on the site the contractor will be working at the second tier. You can add a punch list item to a drawing to indicate the exact location of the punch list item. See Add Punch List Items to Drawings and Use the Drawings Markup Toolbar.

    • Type: Punch List item types help categorize items into related areas or divisions. Select the appropriate type for the item.
      Note: Users with 'Admin' permission on the punch list tool can create punch list item types. See Configure Advanced Settings: Punch List.

    • Due Date: Enter or select a date from the calendar for the punch list item to be due.
      Note: The 'Due Date' field is automatically populated based on the default number of days specified on the Punch List tool's Configure Settings page. See Configure Advanced Settings: Punch List. The due date also respects which days are set as 'working days' for the project. See Set Project Working Days.

    • Priority: Select one of the following to indicate the urgency of the item: Low, Medium, High.

    • Distribution List: You can select a group of users who will be notified of the new item via email once the items have been sent. To create a default distribution list, see See Configure Advanced Settings: Punch List.

    • Trade: Select the applicable trade from the drop-down menu. Trades are configured at the Company level. See Add or Delete Trades.

    • Reference: Enter a reference number or keywords in this box. This is an open text field. After the item is created, users can search for matching punch list items by entering the reference number or keyword in the 'Search for Punch List Item' box in the Punch List Log.

    • Cost Impact: Select one of the following to indicate if the item will affect the project's cost (i.e. add costs to the project): Yes, Yes (Unknown), No, TBD, and N/A.

    • Schedule Impact: Select one of the following to indicate if the item will affect the project's schedule (i.e. delay the project's planned schedule): Yes, Yes (Unknown), No, TBD, and N/A.

    • Cost Code: Associate a cost code with the item. The cost code will automatically populate once you start typing an item listed in your cost codes.

    • Private: Mark this checkbox to make the item private. Items marked as 'Private' are only visible to the item's creator, assignee, distribution list members, and all members with 'Admin' level permissions on the Punch List tool . To set all new punch list items by default, see Configure Advanced Settings: Punch List.

    • Description: Enter a detailed description of the item, including information about the issue and its possible resolution.

    • Attachments: Attach any related files or photos to the item by clicking the Attach Files link or attach files from the Document Management tool.

  4. Once you've added all the relevant information, choose from the following options:

    • Click Save to save your item.

    • Click Save and Create New to save your item and create a new punch list item.

  5. Once you've created the desired punch list item(s), navigate to the Punch List home page and send notifications to the assignees and distribution group members of the item(s) by clicking Send All Items in the list page banner.

Next Steps

  1. Notify Assignees of Punch List Items

See Also

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