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Create a Punch Item Template Category at the Company Level

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Objective

To create punch item template category at the Company level.

Background

Categories are used to group your punch list item templates into sets. For example, you might want to organize specific templates into separate categories for Concrete, Masonry, Metals, and so on. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • Categories created at the company level are also visible and available in the Project level Admin tool.
      Note: In the Project level Admin tool, a key icon appears next to any categories that were created at the company level. 
    • Categories created at the project level are specific to that project. They are NOT visible or available in the company's Admin tool. See Create a Punch Item Template Category at the Project Level.
    • You can also add a punch list template at the project level. See Create a Project Level Punch Item Template. 

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Punch List.
  3. Click Create Category.
    create-quick-punch-category.png
  4. Enter the following information:
    1. Name. Enter the title of the category you want to create.
    2. Create. Click to create the new category
      The system adds the new category to the bottom of the Punch List Item Template Configuration page.

See Also