Add Punch List Items to a Drawing (iOS)
Objective
To add punch list items to a drawing in the Drawings tool on an iOS mobile device.
Things to Consider
- Required User Permissions:
- To add punch list items to a drawing:
- 'Read Only' permission or higher level permissions on the project's Drawings tool.
AND - 'Standard' or 'Admin' level permissions on the project's Punch List tool.
Note: While 'Standard' level users can create punch list items, they cannot assign a punch item unless they have been granted special permission to act as the Punch Item Manager.
- 'Read Only' permission or higher level permissions on the project's Drawings tool.
- To publish punch list item markups on a drawing:
- 'Standard' or 'Admin' level permissions on the project's Drawings tool. See What is the difference between personal and published drawing markups?
- To add punch list items to a drawing:
Steps
- Open the Procore app on your iOS mobile device.
- Tap the project's Drawings tool.
- Tap the drawing you want to add a punch list item to.
- Tap the Pin icon in the markup toolbar.
- Tap the Punch icon.
- Place a punch item pin on the drawing by tapping the area where you want the item to appear.
- After the punch item has been placed, choose from the following options:
- To link an existing item:
- Tap Link Existing to select an existing punch to add.
- Select the item to add it to the pin.
- To create a new punch item:
- Select a template or tap + Create Punch Without a Template.
- Enter any relevant information needed. See Create a Punch List Item (iOS)
- Tap Save.
- To link an existing item:
- The punch pin displays the number assigned to the punch list item.
Note: Gray punch pin icons denote a closed punch list item. Orange punch pin items denote an open punch item. - If you have 'Standard' or 'Admin' permissions to the Drawings tool and want to publish the punch markup:
- Tap the Select markup tool.
- Tap the punch pin and tap Publish.
Note: If you want Procore to automatically publish any new punch list items you add to drawings in this project, set 'Auto-Publish Punch Pins' to ON.