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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 Permission: 'Admin' on the project's Punch List tool.
  • Categories are used for organizational purposes when managing and creating Punch List Templates. They 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.
    This reveals My Punch List Items page. 
  2. Click Configure Settings icon-config-settings.png.
    This opens the Punch List Settings page. 
  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_uc_word} Item Template Category window.
  5. Enter a new category Name.
  6. Click Create to add the new category.

See Also

 

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