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Procore

Permissions

Punch List

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

mobile-icon-med.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_checkmark_h17.png icon_checkmark_h17.png
Add Comments to Punch List Items     icon_checkmark_h17.png  
Assign a Punch List Item to a 'Standard' or 'Admin' Level User  mobile-icon-med.png       icon_checkmark_h17.png
Assign a Punch List Item to an 'Admin' level User Only  mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Close Punch List Item  mobile-icon-med.png     icon_checkmark_h17.png1, 3 icon_checkmark_h17.png
Configure Advanced Settings: Punch List       icon_checkmark_h17.png
Customize the Column Display in the Punch List Tool   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Create a Project Level Punch Item Template       icon_checkmark_h17.png
Create a Punch List Item  mobile-icon-med.png     icon_checkmark_h17.png2 icon_checkmark_h17.png
Create a Quick Punch Category on a Project       icon_checkmark_h17.png
Deactivate a Punch Item Template on a Project       icon_checkmark_h17.png
Delete a Punch Item Template from a Project       icon_checkmark_h17.png
Delete a Quick Punch Category at the Company Level       icon_checkmark_h17.png
Delete a Punch List Item        icon_checkmark_h17.png
Edit a Punch List Item  mobile-icon-med.png     icon_checkmark_h17.png icon_checkmark_h17.png
Edit a Quick Punch Category at the Project Level       icon_checkmark_h17.png
Export Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a CSV   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export the Punch List Log as a PDF   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Import Punch List Items       icon_checkmark_h17.png
Respond to a Punch List Item   icon_checkmark_gray_h17.png4 icon_checkmark_gray_h17.png1 icon_checkmark_h17.png
Retrieve Deleted Punch Item from Recycle Bin       icon_checkmark_h17.png
Search and Filter the Punch List  mobile-icon-med.png   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Send Punch List Items  mobile-icon-med.png       icon_checkmark_h17.png
View a Punch List Item  mobile-icon-med.png   icon_checkmark_h17.png5 icon_checkmark_h17.png5 icon_checkmark_h17.png
View Change History of a Single Punch List Item       icon_checkmark_h17.png
View Private Punch Items Assigned to User Within the Same Company   icon_checkmark_gray_h17.png icon_checkmark_gray_h17.png icon_checkmark_h17.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 Creators can only close punch list items that they have created when the item's status is in 'Draft' or 'In Dispute.' 'Standard' level Final Approvers can only close punch list items when the item's status is marked as 'Ready to Close.'

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.

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.

Job Role None Read-only Standard Admin
Architect     icon_checkmark_h17.png  
Company Administrator       icon_checkmark_h17.png
Engineer        
Owner / Construction Manager icon_checkmark_h17.png       
Project Manager       icon_checkmark_h17.png
Subcontractor     icon_checkmark_h17.png  
Superintendent       icon_checkmark_h17.png

 

 

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