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Procore

Add Punch List Items to a Drawing (iOS)

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Objective

To add punch list items to a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Read Only' permission or above on the project's Drawings tool.
      AND
      'Standard' or 'Admin' on the project's Punch List tool.
  • Additional Information:
    • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.
    • If you want Procore to automatically publish punch list items that you add to drawings in this project, turn 'Auto-Publish Punch Pins' to ON.

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add a punch list item to.
  3. Tap the Pin icon-drawing-markup-pin-ios.png icon in the markup toolbar.
  4. Tap the Punch icon-drawing-markup-punch-ios.png icon.
  5. Place a punch item pin on the drawing by tapping the area where you want the item to appear.
  6. After the punch item has been placed, choose from the following options: 
    • Link an existing item:
      • Tap Link Existing to select an existing punch to add.
      • Select the item to add it to the pin.
    • Create a new punch item:
  7. The punch pin will display the item's number (e.g. "16").
    Note: Gray punch pin icons denote a closed punch list item. Orange punch pin items denote an open punch item.
  8. To publish, select the hand icon, tap the punch pin, and tap Publish. See What is the difference between personal and published drawing markups?
    Note: If you want Procore to automatically publish punch list items that you add to drawings in this project, turn 'Auto-Publish Punch Pins' to ON.

See Also

 

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