Search and Filter the Punch List

• Required User Permissions

• 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. In the Search bar, enter a keyword or phrase.
   The search automatically evaluates the following fields for matching terms:

   Show/Hide Fields

   • 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 select your desired filter criteria.

2. Apply any combination of the following filters to narrow your search results:

   Show/Hide Fields

   • Assignee

   • Assignee Company

   • Assignee Response

   • Ball In Court

   • Closed By

   • Creator

   • Date Created

   • Date Closed

   • Date Notified

   • Due Date

   • Final Approver

   • Location
     Note: To learn more about location hierarchy, read How do I filter by multi-tiered locations?

   • Priority

   • Punch Item Manager

   • Status

   • Status

   • Trade

   • Type
     Note: Custom item types will only display in the Type drop-down menu if they have been added to your project's tool settings. To manage these, read Configure Advanced Settings: Punch List.