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Create a Company Level Punch Item Template

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Objective

To create punch item templates at the Company level.

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • Punch item templates created at the Company level will be dynamically added to all projects in the company.
    • Users with 'Admin' level permission to the Punch List tool can deactivate templates at the Project level if a certain template does not apply.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Punch List.
  3. Choose from these options:
    • To configure a punch item template for a category, do the following:

      • Category. Select the category for which the punch item template will apply. This is only for organizational purposes.

        Note: If no categories are present, follow the steps in Create a Punch Item Template Category at the Company Level.

      • Template Name. Enter the name of the punch item template. When a user chooses to add this punch item to a punch list, this defines the item name. 

      • Trade: Select the trade to apply to the punch item. Trades can be added to this list using the Admin tool. See Add a Custom Trade.

    • To apply a trade to an entire category, complete the following:
      • Trade. Next to the desired category, select the trade that you want to apply to all the Punch item templates in that category. Trades can be added to this list using the Admin tool. See Add a Custom Trade. 
        apply-trade-to-category.png
      • When the 'Apply Trade to Category' box appears, click Continue to apply that trade to the all of the Punch item templates in that category. 
  4. Click Submit.

Next Steps

See Also