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Procore

Edit a Project Level Punch List Template

Objective

To edit a Punch List template at the Project level. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Punch List tool.
  • 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" in the See Also section below.

Steps

  1. Navigate to the project's Punch List tool.
  2. Click the Configure Settings  icon.
  3. Click Punch List Templates.
  4. Scroll to the template you want to edit.
  5. 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" in the See Also section below.
    Your changes are automatically saved.

See Also

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