Punch Lists can be imported from an Excel© file into the site. The import can only be completed on the Punch List Import Template that can be downloaded from the Punch List Section of the Project Management Module.
To Download the Template:
1. Navigate to Punch List
2. Select Add Files tab in Ribbon
3. Select Import
4. Select one of the Template options
4.1 CSV TEMPLATE
4.2 Tab Delimited Template
To Import Punch List from Import Template:
1. Navigate to Punch List
2. Select Add Files tab in Ribbon
3. Select Import
4. Browse for the completed Punch List Import Template
5. Select Upload File
6. Review the Mapping Screen
- This screen shows the Destination Fields on the left (the Site) and the Source Column Headers to the right (the Template).
- As long as the Column Headers are not changed after the Punch List Import Template is downloaded, no changes in this screen will be needed
** if you have made changes, you need to map your column headers to where they should populate when imported into your site**
7. Select Import Punch List
8. Notification screen advises how many Punch List Records were successfully imported
Punch Lists Imports can be maintained in the Excel© file and reimported to update the Punch List items in the site. This means that updates to the Punch List items can be done in the import file, for example updating dates and statuses, and then the file can be re-imported over top of the existing Punch Lists that were originally imported.
To Re-Import Punch List to Update Punch List Information:
1. Navigate to the folder where the original Punch List(s) were imported
2. Select Add Files tab in Ribbon
3. Select Import
4. Browse for the UPDATED Punch List Import Template
5. Select Upload File
6. Review the Mapping Screen
7. Select Upload File
8. Review updated Punch List(s) in the site.