Procore Punch List Template

Procore Punch List Template - Procore's new punch list workflow offers several new features including: Web allows procore users to create a library of common punch list items which can be organized into categories. Additional statuses for improved tracking and increased transparency. Create a project level punch item template. Under 'tool settings', click punch list. Scroll to the category under which you would like to create a template. Default trades and assignees can be assigned to these common punch list items per project. Provide a descriptive title for the punch list item. Create a punch item template category at the project level. Web with procore's punch list tool, keep a clear list of punch items, assign responsibility, select a due date, and track current statuses directly from the field, and even offline.

Enter the following information in the empty fields. Create a company level punch item template; The item's title is displayed as the title in the list view. Click the configure settings icon. Default trades and assignees can be assigned to these common punch list items per project. Learn about the punch list tool in procore certification courses. Click + create punch list item. To configure a punch item template for a category, do the following: Applies to all projects automatically. Web steps navigate to your project's punch list tool.

Create a punch list item. Under 'tool settings', click punch list. The item's title is displayed as the title in the list view. Click into the following fields to enter the relevant information: Create a company level punch item template; Web add a photo to a punch list item so that it populates in the photos tool. Provide a descriptive title for the punch list item. If no categories are present, follow the. Applies to all projects automatically. Web steps navigate to the project's punch list tool.

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What is the Punch List Workflow? Procore

Close A Punch List Item.

Procore's new punch list workflow offers several new features including: Enter the following information in the empty fields. Create a company level punch item template; The item's title is displayed as the title in the list view.

If No Categories Are Present, Follow The.

Applies to all projects automatically. To do this, a user with 'admin' level permissions to the project's punch list tool must submit a properly formatted xlsx template that contains a list of your punch list items. Select the category for which the punch item template will apply. This is only for organizational purposes.

Under 'Tool Settings', Click Punch List.

If no categories are present, follow the steps in create a quick deficiency category on a project. Learn about the punch list tool in procore certification courses. Create a project level punch item template. Create a punch item template category at the project level.

Create A Punch List Item.

Web navigate to the company level admin tool. Click the configure settings icon. Click + create punch list item. Customize the column display in the punch list tool.

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