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Export a Punch List Item as a PDF

Objective

To export a single punch list item as a PDF.

Things to Consider

  • Required User Permission: 'Read-only,' 'Standard,' and 'Admin' level permissions on the Project level Punch List tool.

Steps

  1. Navigate to the Project level Punch List tool.
  2. Click Edit or View next to the punch list item you would like to export as a PDF.
  3. Click the PDF button next to "Export data as." 
  4. A concise summary of the punch list item will download to your computer's default "Downloads" folder. The PDF will include the following information:
    • Title
    • Assignees
    • Date Initiated 
    • Cost Code
    • Location
    • Distribution List
    • Description
    • Created by
    • Due Date
    • Status
    • Assignee Response
    • Response Date
    • Response Status
    • Comments
    • Attachments (with links to view)
    • Photos
    • Comments

      export single punch list item.png
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Last modified
10:02, 12 Aug 2016

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