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Procore

Create a Quick Punch Category on a Project

Objective

To create a quick punch category on your project. 

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Punch List tool.
  • Additional Information:
    • Categories are used for organizational purposes when managing and creating Punch List Templates. Categories will not affect how your Punch List tool is organized.
    • Any templates or categories created at the project level will not have a key icon next to them.

Steps

  1. Navigate to the project's Punch List tool.
  2. Click Configure Settings .
  3. Click Punch List Templates in the right pane. 
    This reveals a list of punch list templates, organized by category. 
  4. Click +Create Category.
    This opens the Create New Punch Item Template Category window.
  5. Enter a new category Name.
  6. Click Create to add the new category.

 

If you would like to learn more about Procore's punch list software and how it can help your business, please visit our construction punch list software product page .