Punch List (Project Level)
Procore's Project level Punch List tool is designed to maintain a clear list of issues while assigning responsibility of an item to a specific person at a specific company, selecting a due date for an item, and tracking an item’s current status.
Visit our Procore YouTube channel to view the full-size version.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
Click a box below to view the related tutorial.
How-to Training Videos
On this page you'll find quick, how-to training videos.
Looking for more in-depth training?
Check out all of our videos on the official Procore YouTube Channel.
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action supported in Procore's iOS and/or Android mobile application.
|Add Attachments to a Punch List Item|
|Assign a Punch List Item to a 'Standard' or 'Admin' Level User|
|Assign a Punch List Item to an 'Admin' level User Only|
|Close Punch List Item||1|
|Configure Advanced Settings: Punch List|
|Create a Project Level Punch Item Template|
|Create a Punch List Item||2|
|Create a Quick Punch Category on a Project|
|Deactivate a Punch Item Template on a Project|
|Delete a Punch Item Template from a Project|
|Delete a Quick Punch Category at the Company Level|
|Delete a Punch List Item|
|Edit a Punch List Item|
|Edit a Quick Punch Category at the Project Level|
|Email Punch List Items|
|Export Punch List Log as a PDF|
|Export the Punch List Log as a CSV|
|Export the Punch List Log as a PDF|
|Import Punch List Items|
|Reject a Punch List Item|
|Resolve a Punch List Item||3|
|Retrieve Deleted Punch Item from Recycle Bin|
|Search and Filter the Punch List|
|View a Punch List Item|
|View all Punch List Items|
|View Change History of a Single Punch List Item|
1 Users with 'Standard' level permissions can close out a punch list item that they have created, but can not close out punch list items that other users have created.
2 'Standard' level users can only assign 'Admin' level users to the Assignee on a punch list item.
3 Users with 'Standard' level permissions can only change the status of a punch list item if they are listed as an assignee on that punch list item.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Punch List tool.
Punch Types now carry over when new Procore project are created from project templates. See Apply a Project Template to a New Project.
Added the 'Due Date' and 'Date Created' filters to the list of punch item filters in the project's Punch List Tool.
Updated the Punch List tool to add a clear option (i.e., a delete token that appears as a gray 'x' in the user interface) to the cells in the Location & Type columns on the Punch List index page.
Added a `Include Sublocations` checkbox to the Location filter in the My Punch List Items page.
Updated the Punch List tool with a new layout for the My Punch List Items page. This layout is similar to the new layout in the Submittals and RFIs tool. The Search and Add a Filter fields now appear at the top of the Punch List page. In addition, the filters are stick and will be applied to your next session, unless you click the Clear All link.
Updated the Punch List tool to change the 'Date Initiated' field label to 'Date Created' throughout the tool.
Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool.
This page is blank right now. We are busy creating helpful content for this user guide. Come back soon.