Add Cost Codes to Punch List Items

OBJECTIVE

To add a Cost Code to a Punch List Item in ConstructionOnline

BACKGROUND

ConstructionOnline's Punch List feature allows you to generate task lists that can be easily viewed and utilized by your team members. Use them to help keep everyone on track and projects flowing smoothly!

THINGS TO CONSIDER

  • Cost Codes can only be used if the current project has a Cost Code List assigned.
  • Cost Codes are Project specific, if duplicating or creating from a template, the assigned Cost Codes will only transfer if they share the same Cost Code List.

STEPS TO ADD A COST CODE TO A PUNCH LIST ITEM

  1. Navigate to the desired Project via the Left Sidebar
  2. Click the Project Tracking tab
  3. Select the Punch Lists category
  4. Choose the Punch List 
  5. Right-click the Punch List Item, or select the Three Dot Action menu to the right of it
  6. Select Edit Item
    1. This will open the Edit Punch List Item window
  7. Begin typing in the Cost Code field
    1. A dropdown will appear displaying all of the Cost Codes that match your search for you to select from
  8. Choose the desired Cost Code
  9. Click Save Changes

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