Create a Punch List

 

  • On the Project Home Page, click Punch Lists in the Project Management module

 

 

  • On the Punch Lists Home Page , choose a folder for the new Punch List to reside in. If no folder exists, click New Folder in the top ribbon bar ***Note: A folder is not required to create a Punch List***

 

You are here: Home \ Project Management Home Add Files Print/ Reports New Folder New Punch List ate New Subfolders To Delete Selected Folders u Folder Punch List (0/0) Close Close by Owner Close By SubContractor Close By Architect Close Options Description Page size. Punch Lists No records were found. Attached Documents

 

  • Inside the folder, click New Punch List in the top ribbon bar.  This will open the Create New Punch List page

 

You are here: Home \ Project Management Home Add Fi Print/ Reports New List Create New Close Close by Owner Close By SubContractor Close By Architect Close Options

 

  • In the Create New Punch List page, fill in all required fields, as well as any additional information. Each required field is marked with an asterisk. When complete, click Save 

 

You are here: Home \ Project Management Punch Lists \ Punch List Home Print Add File Add Multiple Files create New pco Reference DOC uments Attachment Options Cost Events Create New Punch List Punch List Number 000001 Sum ma Issued Date * Due Date * Date Completed Status(By Contractor) Open Status(By Owner) Open Status(By Subcontractor) Open Status(By Architect) * Open SAVE & NEW Site (Location) Building Category Floor Cost Impacts Potential Change Order #: Amount: Comments SAVE COPY CANCEL

 

Adding Responsible Parties

 

  • Scroll to the Responsible Parties section and click the Blue Plus Sign to open the User Selection tool

 

Responsible Parties Name No records were found. Email Company Delete

 

  • Select the parties you would like to add as responsible parties by placing a checkmark in the box to the left of each party's name. After selecting the desired responsible parties, click Close and Add Selected

 

 

Adding CCs

 

  • Scroll to the CC Users Section and click the Blue Plus Sign to open the User Selection Tool

 

 

  • Select the parties you would like to add to the CC List by placing a checkmark in the box to the left of each party's name. After selecting the desired parties, click Close and Add Selected

 

 

 

Adding Attachments

 

  • Scroll to the File Upload section
  • Drag and Drop the desired file(s) into the gray box
  • Once the upload indicator has turned green, select Upload File(s) to add the document to the Attachments section

 

 

Processing Punch Lists

 

  • Select the Punch List you would like to process by placing a checkmark in the box to the left of the Punch List name

 

 

  • Select a close option in the Top Ribbon Bar. You can choose from Close, Close by Owner, Close by Subcontractor, and Close by Architect

 

Deleting Punch Lists

 

  • Select the punch list you wish to delete by placing a check mark in the box to the left of the punch list name. Select Delete Selected in the top ribbon bar

 

 

 

Published:12-2019