Add a how-to article to your user guide
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
- Select a topic you want to add the how-to under
- Click on new page at the top of the page
- Select how-to
Add a reference article to your User Guide
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
- Select a topic you want to add the reference under
- Click on new page at the top of the page
- Select reference page
Interactive Workflow Diagram
Click a box below to view the related tutorial.
How-to Training Videos
On this page you'll find quick, how-to training videos.
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| Looking for more in-depth training?
Check out our Deep Dive Training Videos, which are self-paced training sessions lead by a member of Procore's Strategic Advisory team. Each session provides more advanced training on related tools and topics. |
Create, Distribute, and Respond to Punch List Items
Check out all of our videos on the official Procore YouTube Channel.
Punch List
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.
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.
Job Role
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.
Below are the notable changes to the Project level Punch List tool.
Recent Changes
Added 'Private' As A Field When Bulk Editing Punch List Items (5/10/2017)
Updated the Punch List tool so that punch items can now be marked as 'Private' when bulk editing.
Added Punch Types To Project Templates (4/14/2017)
Punch Types now carry over when new Procore project are created from project templates. See Apply a Project Template to a New Project.
Added Two New Filters To List Of Punch Item Filters (4/11/2017)
Added the 'Due Date' and 'Date Created' filters to the list of punch item filters in the project's Punch List Tool.
Added Clear Option For Inline Edits On Punch Location & Type Fields (3/14/2017)
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 'Include Sublocations' CheckBox In Filter Drop-Down List (2/13/2017)
Added a `Include Sublocations` checkbox to the Location filter in the My Punch List Items page.
Punch List Import Maximum File Size Is 1MB
The maximum file size for a Punch List import is restricted to 1MB. See Request a Punch List Import and Import Punch List Items.
New Layout For Punch List Tool (1/23/2016)
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.
Changed 'Date Initiated' To 'Date Created' In Punch List Tool (1/18/2017)
Updated the Punch List tool to change the 'Date Initiated' field label to 'Date Created' throughout the tool.
Added 'Response Date' For Custom Punch List Reports (1/16/2017)
Updated the Reports tools to add the 'Response Date' column to custom reports that include data from the Punch List tool.
All Changes
