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Procore

Configure Advanced Settings: Punch List

Objective

To configure advanced settings for the Punch List tool.

Background

If you're a Project Administrator, you may find it useful to customize a project's punch list options by using the Punch List's advanced configuration settings. For example, you can control who will be notified of assignee's responses, and who will be defaulted to see punch list items.

Things to Consider

  • Required User Permission: 'Admin' on the project's Punch List tool.
  • Any changes to the Punch List's settings will be made project-wide. This means that any changes will affect how the Punch List tool is used by other users in your project. 
  • When creating a new punch list item, Procore will prioritizes the default Punch Item Managers in the following order:
    • When creating an item from a template, the Punch Item Manager defined in a Punch List template will take precedence.
    • If no Punch Item Manager is selected in a Punch List template, then Procore will default to the Punch Item Manager defined in the Punch List tool’s Configure Settings. 
    • If no Punch Item Manager is selected in the Punch List tool’s Configure Settings and the item was created by an 'Admin' level user on the project's Punch List, then Procore will default to the item's creator.
    • If no Punch Item Manager is selected in the Punch List tool’s Configure Settings and the item was created by an 'Standard' level user on the project's Punch List tool, Procore will default to the item's creator, then the item's creator must manually select a Punch Item Manager from the dropdown list.

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Steps

Configure the Punch List Settings

  1. Navigate to the project's Punch List tool.
  2. Click the Configure settings  icon.
    This reveals the tool's Settings page.
  3. From here, you can configure the following settings:
  • Optional: Standard Permission Punch Item Manager: Grant permissions to specific 'Standard' level users to act as a Punch Manager. See Grant a Standard User Permissions to Act as a Punch List Manager.
  • Default Punch Item Manager: Select the user you want to designate as the project's default Punch List Manager. See Configure the Default Punch Item Manager Role.
    Note: Only 'Admin' level users on the Punch List tool can be selected as Punch Manager. However, 'Standard' level users can also be selected if they have specifically been granted permission to act as a Punch Manager. See Grant a Standard User Permissions to Act as a Punch Item Manager.
  • COMING SOON! Standard Final Approver: Grant permissions to specific 'Standard' level users to act as a Final Approver. See Grant a 'Standard' User Permissions to act as Final Approver.
  • COMING SOON! Default Final Approver: Select the user you want to designate as the project's default Final Approver for punch list items. See Configure the Default Final Approver Role.
  • Default Distribution: Select people from your directory to be included in your default distribution for all punch list items. When you create a punch list item, these people will automatically be notified of the item.
  • Notify Assignees of Assignee Responses: Check this box to send an email notification to all assignees when one assignee responds to a punch list item. This box is selected by default. 
  • Notify Distribution Members of Assignee Responses: Check this box to send an email notification to members on the distribution list when an assignee responds to a punch list item. This box is selected by default.
  • Notify Creator of Assignee Responses: Check this box to send an email notification to the creator of the punch list item when an assignee responds to the item. This box is selected by default.
  • Enable Email Reminders For Overdue Punch: Check this box to send email reminders to assignees for overdue punch list items.
  • Punch List Items Private By Default: Check this box to make punch list items private by default. Items marked as 'Private' are only visible to the item's creator, assignee(s), members of the distribution list, and all users with 'Admin' level permissions on the Punch List tool. This box is unselected by default.
  • Punch Item Response Will Be Due: Enter a number to signify how many days after the item's creation it will be due. The date will automatically populate in the "Due Date" field when creating a punch list item, but you will be able to change the date.
  • Punch Item Types: You can create punch list types to categorize new items by different areas or divisions. These types will appear as an option when you create a new item. These types cannot be created on demand; as a best practice, Procore recommends adding all punch list item types to your project before you create a new item. See Create Punch Item Types.

Configure the Default Punch Item Manager Role 

When you create a new punch list item in Procore, the system will automatically select the designated 'Default Punch Manager' on all new items. The item's Creator--or another user with the appropriate permissions--will have the option to edit the item's assigned Punch Manager. See "Create a Punch List Item" and "Edit a Punch List Item" in the See Also section below.

Select a default Punch Item Manager for your project.
Note: If no Punch Item Manager is selected, Procore will automatically list the item's Creator as the Punch Manager.

  1. Select the user you want to designate as the Punch List Item Manager from the Default Punch Item Manager pick list.
  2. Click Update.
    This action automatically sets the default Punch Item Manager for all new created punch list items.

Grant a 'Standard' User Permissions to act as Punch Item Manager 

This setting is optional. Users with 'Standard' level permission on the Punch List tool can also act as a Punch Item Manager if they have been granted permission.

  1. Select the 'Standard' level user(s) from the Standard Punch Managers pick list.
  2. Click Update to save your changes.
    Note: This action adds the 'Standard' level user's name to the 'Punch Manager' drop-down list, so they can be selected to act as Punch Manager. 

When you create a new punch list item in Procore, the system will automatically select the designated 'Default Punch Manager' on all new items. The item's Creator--or another user with the appropriate permissions--will have the option to edit the item's assigned Punch Manager. See "Create a Punch List Item" and "Edit a Punch List Item" in the See Also section below.

Configure the Default Final Approver Role

COMING SOON! When you create a new punch list item in Procore, the system will automatically select the designated 'Default Final Approver' on all new items. The item's Creator--or another user with the appropriate permissions--will have the option to edit the individual item's default Final Approver. See "Create a Punch List Item" and "Edit a Punch List Item" in the See Also section below.

Select a default Final Approver for your project's punch list items.
Note: If no Final Approver is selected, Procore will automatically list the item's Creator as the Final Approver.

  1. Select the user you want to designate as the Punch Item Manager from the Default Final Approver pick list:
  2. Click Update to save your changes.

Grant a 'Standard' User Permissions to act as Final Approver

COMING SOON! Users with 'Standard' level permission on the Punch List tool can also act as a Final Approver if they have been granted permission.

  1. Select the 'Standard' level user(s) from the Standard Final Approver pick list:
  2. Click Update to save your changes.

Create Punch Item Types

Add custom types to help categorize your project's punch list items.

  1. Enter a type name in the Type text box under Punch Types.
  2. Click +Add.
    This action adds the type as a selectable option when you create a new punch list item.

Punch List Templates

Procore and/or your Company Administrator has populated your project with default punch list templates. To view and/or manage these templates follow the steps below: 

  1. Navigate to the project's Punch List tool.
  2. Click Configure settings  icon.
    This reveals the tool's Settings page.
  3. Click Punch List Templates:
    This reveals the Punch List templates added to your project.
    Note: Company level templates are marked with a key icon.
  4. From here, you can configure the following options:
    • Template Name: Enter a Name for your template.
    • Default Trade: Select a Default Trade that will be associated with your template.
    • Default Punch Item Manager: Select a Default Punch Item Manager who will be associated with your template.
    • Default Assignee: Select a Default Assignee who will be associated with your template.
    • Coming Soon! Default Final Approver: Select a Default Final Approver who will be associated with your template.
    • Active: Mark the checkbox to set your template to active; team members can only select active templates.

 For more information on Punch List Templates, see the related articles in the See Also section below:

Permissions Table

  1. Click the Permissions Table sub tab in the right sidebar.
  2. Set each user's permission for the Punch List tool according to your preferences.  
    • User Permissions - check.png Access
    • User Permissions - x.png No Access
  3. For a list of what users can do at each permission level in Punch List, see "Punch List Permission Matrix" in the See Also section below. 
  4. In the example screenshot below, the user has 'Standard' level permissions.

    user-permissions2015-05-27_14-56-46.png
     

 

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