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Procore

View Punch List Items

 Objective

To view a punch list item's information. 

Background

Punch items are project-specific and will be listed in the project's Punch List tool. 

Things to Consider

  • Required User Permission
    • To view non-private punch list items, ‘Read Only’ and above on the project’s Punch List tool. 
      Note: 'Standard' and 'Read Only' users can only view these items after they have been sent to the Assignee.
    • To view private punch list items, you must meet one of the following requirements:
      • ‘Admin’ on project’s Punch List tool. 
      • ‘Standard’ level users can view Private punch list items if you are:
        • The item’s Creator.
        • An Assignee on the Punch List Item.
        • A member of the item’s distribution list.
        • Granted permission to act as Punch Item Manager and  you are listed as the Item’s Punch Item Manager
      • To view private and non-private Punch List items assigned to colleagues within that user's same company same company:
  • Additional Items:
    • The Punch List default view is set to only show your open punch list items.

Steps

  1. Navigate to the project's punch list tool. 
  2. Click View next to the item you want to view.
  3. Click one of the following subtabs:

General

General information about the punch list item is displayed within the General subtab, including:

  • Item Information: This section provides an overview of the punch list item's details.
  • Item Workflow: This section displays the item's progress as well as the item's Creator, Punch Manager, and Ball in Court.
  • Assignee Responses: This section logs all Assignee responses, comments, and attachments related to the item.
  • Activity: This section provides a detailed historical record of all modifications made to the punch list item.

Comments

View any comments associated with the punch list item. See "Add Comments to Punch List Comments" in the See Also section below.

Related Items

View and add related items to the punch list item from the Related Items subtab. If the related item is an item in Procore (observation, RFI, etc.) you will be able to view the item and all its information by clicking on the link in the "Description" column. To add a related item, click Edit.

Emails

Manage any emails related to this punch list item from this subtab. Each punch list item has a unique email address (e.g procore-1234abcd@procoretech.com) that can be used to send an email from your personal email client into Procore. For example, you might have an email thread in your personal email account that should be logged in Procore. In such cases, you might want to import that thread into Procore by simply forwarding an email to the related punch list item's unique email address. See "Email Punch List Items" in the See Also section below.

Change History

This tab shows a history log that summarizes all of the changes made to the punch list item throughout its lifecycle. The full change history in the Change History subtab is only visible to users with 'Admin' level permissions to the Punch List tool. 'Read-only' users can see how many changes were made to the tool, but they cannot view details about the actions performed.

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