Procore Punch List Template

Procore Punch List Template - Create a company level punch item template; Select the category for which the punch item template will apply. 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. Click the configure settings icon. Scroll to the category under which you would like to create a template. Click into the following fields to enter the relevant information: Applies to all projects automatically. Web create a template of common punch list items for efficient reporting and standardize information giving you better reporting. Click + create punch list item. Additional statuses for improved tracking and increased transparency.

Customize the column display in the punch list tool. Web steps navigate to your project's punch list tool. An asterisk (*) indicates a required field. Procore's new punch list workflow offers several new features including: Create a company level punch item template; This is only for organizational purposes. If no categories are present, follow the steps in create a quick deficiency category on a project. Create a punch list item. Default trades and assignees can be assigned to these common punch list items per project. 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.

Enter the following information in the empty fields. Web steps navigate to the project's deficiency list tool. Web navigate to the company level admin tool. Web steps navigate to the project's punch list tool. Default trades and assignees can be assigned to these common punch list items per project. Additional statuses for improved tracking and increased transparency. Under 'tool settings', click punch list. Procore's new punch list workflow offers several new features including: 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. This is only for organizational purposes.

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Web Steps Navigate To The Project's Punch List Tool.

If no categories are present, follow the steps in create a quick deficiency category on a project. This is only for organizational purposes. Create a punch list item. The item's title is displayed as the title in the list view.

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.

Scroll to the category under which you would like to create a template. Provide a descriptive title for the punch list item. An asterisk (*) indicates a required field. Applies to all projects automatically.

Create A Project Level Punch Item Template.

Default trades and assignees can be assigned to these common punch list items per project. Create a punch item template category at the project level. Web create a template of common punch list items for efficient reporting and standardize information giving you better reporting. Customize the column display in the punch list tool.

Create A Company Level Punch Item Template;

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. Web allows procore users to create a library of common punch list items which can be organized into categories. If no categories are present, follow the. Click into the following fields to enter the relevant information:

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