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Procore

Delete a Company Level Punch Item Template

Objective

To delete a punch item template at the Company level.

Things to Consider

  • Required User Permission:
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • Deleting a punch item template at the company level also removes it from the Punch List Templates page in the project's Punch List tool. 
    • Any punch list items that were created at the project level prior to the delete action will NOT be removed.
    • If you choose to delete all the templates within a category, you will also delete the category itself.

Steps

  1. Navigate to the Company level Admin tool.
    This reveals the Company Settings page.
  2. Under "Tool Settings," click Punch List.
    This reveals the Punch Item Template Configuration page.

Delete an Individual Punch Item Template

  1. Click the RED 'x' next to the template you want to delete.

    delete-punch-item-temp.png

    A confirmation message appears so you can verify that you want to proceed with the delete action. 
  2. Click OK
    The system removes the template from the company's template list. It also removes the template from your project level template lists. 

Delete All Punch Item Templates in a Category

  1. Click Delete (2018-09-14_08-32-18.png) above the category's list table containing the templates you want to delete.
    Note: This action will delete the ALL templates within the category as well as the category itself.

    2018-09-14_08-32-08.png
     
  2. Click OK to confirm your decision to delete the templates and category.

See Also

 

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