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Procore

Add Punch List Items to a Drawing (Android)

Also available on  ios-gray-icon.jpg web-gray-icon.jpg

Objective

To add a punch list item to a drawing using the Procore app on an Android mobile device.

Things to Consider

  • Required User Permissions:
    • To add punch list items to a drawing: 
      • 'Read Only' permission or higher on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' on the project's Punch List tool.
        Note: While 'Standard' level users can create punch list items, they cannot assign a punch item unless they have been granted special permission to act as the Punch Item Manager. 
  • This asset or item can be viewed or edited in offline mode provided that it was previously viewed and cached on your mobile device.

     

Steps

  1. Navigate to the project's Drawings tool using the Procore app on an Android mobile device.
  2. Locate the drawing that you want to add a punch list item to.
  3. Tap the drawing.
  4. Tap the punch pin markup tool in the markup toolbar.

    drawings-android-add-punch-list-item-to-drawing.png
     
  5. Tap the area of the drawing that you want the punch list item to reference.
  6. After the pin has been added, you will be prompted to either add an existing punch list item, or you can add a new punch list item.
    • To create a new punch list item to add to the drawing:
      1. Select the template you want to use, or tap 'Create Punch Without a Template'. See Create a Punch List Item (Android).
      2. Fill out the fields as necessary.
      3. Tap Save.
    • To link to an existing punch list item:
      1. Tap Link Existing.
      2. Tap the punch list item that you want to link to the drawing.
  7. After the punch list item has been synced to the drawing, the tag will display the number of the item (e.g. "500").
    Note: A blue punch pin denotes an open punch list item, while a gray punch pin denotes a closed punch list item.