Add a Cost Code to a Punch List Item

Keep track of construction costs by assigning Cost Codes to individual items on a construction punch list

BACKGROUND

ConstructionOnline's powerful Punch List software allows construction pros to build & manage detailed construction Punch Lists with ease. ConstructionOnline™ Company Users can build out the specifics of their construction Punch Lists with individual Items—resulting in detailed, comprehensive lists for final walkthroughs, regular inspections, or even best practice guidelines. To boost division cost visibility and keep costs organized throughout the project, ConstructionOnline Company Users can also assign a Cost Code to individual Punch List Items.

This article contains the following sections:

1. Prerequisites
2. Step-by-step instructions
3. Video walkthrough
4. Additional information

PREREQUISITES

• To add a Cost Code to a Punch List Item, a Cost Code List must be assigned to the Project. 
  • Only Company Admin Users or the Project Creator can add a Cost Code List to a Project.

STEPS TO ADD A COST CODE TO A PUNCH LIST ITEM

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Project Tracking tab, then choose the Punch Lists category. 
3. Click on the Punch List that contains the specific Punch List Item.
   1. If the Punch List is stored within a Folder, drill down to the specific Punch List by clicking on & opening the relevant Folder(s). 
4. After locating the specific Punch List Item, right-click on the Item and select Edit Item.
5. Locate the Cost Code text box.
   1. As a reminder, Cost Codes cannot be added to Punch List Items if a Cost Code List has not been assigned to the Project. To add a Cost Code List within the Punch List, click the blue text "Assign here". 
      1. Only Company Admin Users or the Project Creator can add a Cost Code List within the Punch List.
         
         
6. Begin entering the corresponding Cost Code into the text box. As you begin typing, a dropdown menu with all corresponding Cost Codes will appear.
   
    
   1. 1. To make the entire Cost Code List appear in the dropdown menu, enter a single space in the Cost Code text box. 
7. Select the desired Cost Code.
8. Click the blue Save Changes button to finish adding the Cost Code to the Punch List Item. 

VIDEO WALKTHROUGH

ADDITIONAL INFORMATION

• Only one Cost Code can be assigned for each Punch List Item. 
• Permissions: Company Users must have permissions for Punch Lists set as "Can Create, Edit, & Delete" to add Cost Codes to Punch List Items. 
• ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users cannot view any information in relation to Cost Codes—including any Cost Codes assigned to Punch List Items.
• Mobile App: Company Users can add a Cost Code to a Punch List Item using the CO™ Mobile App. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Punch Lists can be found in the FAQ: Punch Lists article. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.