In different use-cases, there may be the need to send multiple Punch List Items in one notification. This can be completed utilizing a filtered Project Punch List Report from the Project Reporting Module.

 

1. Within the project reports section, navigate to Punch Lists Report

Machine generated alternative text: Reports Reports • Eænts Members Re punch Lists • RF1sR • submittals

2. Enter Filter Criteria 

PUNCH I-rsTs REPORT Status Status(Owner) Responsible Party Punch Lists folder Include sub-folders Sort By Show Grids Show Responsible Party's Company FILTER CRITERIA Site Building Floor Room Date Due


Note - This will be dependent upon the setup of the Project's Punch List Section. If sub-folders are created for each group of Punch List Items, the Punch Lists Folder filter will allow a filter down showing only the Punch List Items that reside in that folder. If the group that needs to be sent is by Responsible Party, simply select the Responsible Party within the Responsible Party Drop-Down. If there is a specific Site, Building Room, or Date Due group that needs to be mass sent, enter that information. The Report will filter for exactly what is entered into the report filter.

 

3. Set the Sorting

Note: This is the order in which your Punch List Item information will be presented on the report.

4. Select the yellow Refresh button

5. Select Print in the ribbon to generate a PDF of the filtered and sorted Punch List Report.

6. Select Transmit to initiate a send of this Report via a Transmittal to Project Members.