Search and Filter the Punch List

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Punch List tool.

• Additional Information:

  • Any search or filter parameters that you applied will remain until you reset them.

  • The search tool respects any selected filter parameters and will only search for items within the filtered results.

To Search for Punch List Items

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

2. Click into the Search bar and Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:

   • Number

   • Title

   • Reference

   • Description

   • Type

   • Assignee Company

   • Assignee Name

   • Location

3. Click Search.

To Filter Punch List Items

1. Click the "Add Filter" drop-down menu. and choose from the options in the drop-down menu.
   

2. The following filters can be applied and combined with each other to narrow down results.

   • Assignee

   • Assignee Company

   • Due Date* Overdue

   • Date Created

   • Date Closed

   • Location
     Note: See How do I filter by multi-tiered locations?.

   • Priority

   • Response Status

   • Creator

   • Status

   • Trade

   • Type
     Note: You will only see types in the Type drop-down if you have added types to your Punch List tool. To add Punch item Types, see Configure Advanced Settings: Punch List.