To edit a Punch List template at the Project level.
Things to Consider
- Required User Permissions: 'Admin' level permissions on the project's Punch List tool.
- Additional Information:
- Punch List item templates deactivated at the Project level will still be available on other projects and at the Company level.
- If no Punch Item Manager has been defined on a Punch List template, Procore will default to the Punch Item Manager selected in your Punch List tool's Configure Settings. See Configure Advanced Settings: Punch List.
- Navigate to the project's Punch List tool.
- Click the Configure Settings icon.
- Click Punch List Templates.
- Scroll to the template you want to edit.
- Click into an editable field to modify the desired information. For more information on these fields and their descriptions, see Create a Project Level Punch Item Template.
Your changes are automatically saved.