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Procore

Search and Filter the Punch List

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Objective

To search for an item in the Punch List tool. 

Things to Consider

  • Required User Permissions: 'Read-only' level permissions and above on the project's Punch List tool.
  • Any search or filter parameters that you applied will remain until you reset them,
  • The search tool respects any selected filter parameters and will only search for items within the filtered results.

Steps

To Search for Punch List Items
  1. Navigate to the project's Punch List tool.
  2. Click into the Search bar and Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:
    • attachment
    • comments
    • description
    • name
    • reference
    • location
  3. Click Search.
To Filter Punch List Items
  1. Click the "Add Filter" drop-down menu. and choose from the options in the drop-down menu.

    punch-list-filter-menu.png
     
  2. The following filters can be applied and combined with each other to narrow down results. 
    • Assignee
    • Assignee Company
    • Due Date
      • Overdue
    • Date Created
    • Date Closed
    • Location
      Note: See "How do I filter by multi-tiered locations?" in the See Also section below.
    • Priority
    • Response Status
    • Creator
    • Status
    • Trade
    • Type
      Note: You will only see types in the Type drop-down if you have added types to your Punch List tool. To add Punch item Types, see "Configure Advanced Settings: Punch List" in the See Also section below.

See Also

 

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