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Procore

Permissions

Punch List

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action supported in Procore's iOS and/or Android mobile application.

icon_checkmark_gray_h17.png+ - Indicates that the task can be completed if the user is granted the correct Granular Permissions. See Grant Granular Permissions in a Permission Template. 

Task None Read Only Standard Admin
Add Attachments to a Punch List Item       icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Comments to Punch List Items     icon-mindtouch-table-check.png  
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Assign a Punch List Item to an 'Admin' level User Only  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Close Punch List Item icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Punch List       icon-mindtouch-table-check.png
Customize the Column Display in the Punch List Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Project Level Punch Item Template       icon-mindtouch-table-check.png
Create a Punch List Item2  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Quick Punch Category on a Project       icon-mindtouch-table-check.png
Deactivate a Punch Item Template on a Project       icon-mindtouch-table-check.png
Delete a Punch Item Template from a Project       icon-mindtouch-table-check.png
Delete a Quick Punch Category at the Company Level       icon-mindtouch-table-check.png
Delete a Punch List Item        icon-mindtouch-table-check.png
Edit a Punch List Item  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Quick Punch Category at the Project Level       icon-mindtouch-table-check.png
Export Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export the Punch List Log as a PDF   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Punch List Items       icon-mindtouch-table-check.png
Respond to a Punch List Item4,1   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Retrieve Deleted Punch Item from Recycle Bin       icon-mindtouch-table-check.png
Search and Filter the Punch List  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send Punch List Items  icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
View a Punch List Item5  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Change History of a Single Punch List Item       icon-mindtouch-table-check.png
View Private Punch Items Assigned to User Within the Same Company   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon-mindtouch-table-check.png

Users with 'Standard' level permissions can perform this action if they are listed as the item's Punch Item Manager, Assignee, or Final Approver, or if they have been granted the granular permission "Respond to Punch Items Assigned to Users within the Same Company."

'Standard' level users can only list 'Admin' level users as the 'Assignee' on a punch list item. However, 'Standard' level users who have been granted permission to act as a Punch Item Manager can list other 'Standard' level users as the 'Assignee' on a punch list item.

'Standard' level users can only close punch list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Punch Item Manager'.

Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Punch Items Assigned to Users within the Same Company.”

5 Users with 'Standard' and 'Read Only' permissions can only view non-private punch list items after they have been sent to the Assignee.