Creating a Punch List Item

To create a Punch List Item:

1. Once logged into the project, from the project secondary navigation bar, select PUNCH LIST ITEMS from the secondary navigation bar and select 'Add New'.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see PUNCH LIST ITEMS, select 'More...' - 'Configure My Menu'. Add the PUNCH LIST ITEMS form to your secondary navigation bar. See the screen shot below. 
2. Enter the Subject. Subject is a required field and must be completed in order to save the Punch List Item.
3. Item Description - Enter the description of the Punch List Item
4. General Note - Enter any notes that are pertinent to the Punch List Item
5. Save the Punch List Item

Configuring the Punch List Items Form

If the Punch List Items form does not contain the data fields needed, the form can be customized to add fields. To do this, select the '... Customize Form Fields' option form the Punch List Items log view. In the Form Field area, click the 'Add New Field' button. Complete the 'Add Custom Field' wizard to add your custom fields to the Punch List Items form. A Cascading Pick List field would be ideal for use by the Punch List Items form. For more information on creating custom fields, see Help section Custom Fields

Editing a Punch List Item

To edit a Punch List Item, click the 'Edit' button from either the Punch List Items form or from the Requests for Information log view. Edit as desired and click 'Save' to save changes.

Viewing Punch List Items

Punch List Items can either be viewed in form view or the log view. To view Punch List Items in log view, ensure that you have configured your secondary navigation menu to display the PUNCH LIST ITEMS form. To view the Punch List Item in form view, click the Subject link for the desired Punch List Item.

Sharing a Punch List Item

To share a Punch List Item form to other project users, click the  'Share' button on the Punch List Item in form view. Use the Share modal to share the Punch List Item to other project team users. For more information on sharing, please see the Help section Sharing Information 

Deleting Punch List Items

To delete a Punch List Item, select '...Delete' on the Punch List Items form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Punch List Items can only be deleted if they have not been shared.

Helpful Screenshots