Create a Punch List

Generate powerful, cloud-based construction Punch Lists at any time, from anywhere with ConstructionOnline™

BACKGROUND

As a part of the industry's leading project tracking software, ConstructionOnline™ offers construction companies the ability to build and manage detailed construction punch lists using a powerful combination of cloud-based desktop construction management software and mobile applications for iPhone, iPad, and Android.

To promote quality and efficiency throughout the duration of a project, each ConstructionOnline™ Project can contain an unlimited amount of task lists. These lists can be defined and organized by phase, classification, date, draw, or any other grouping that mirrors the structure of the project.

ConstructionOnline™ Punch Lists—which can be grouped into optional into Folders and Subfolders—are the broadest level of organization and house Items and Item Issues. 

This article contains the following sections: 

1. Best use recommendations
2. Step-by-step instructions 
3. Video walkthrough
4. Additional information

BEST USE

As a best practice, it is recommended to create construction punch lists throughout the duration of the project. This ensures that quality parameters are set up to document any remaining work that needs to be completed, or has not been completed correctly, within a timely manner.

These lists can then be utilized at key project milestones or as a project nears completion, whatever works best for your company's project management processes. Most companies choose to use punch lists as: 

• Quality assurance lists completed throughout the project 
• Final inspection lists completed at project closeout 

We recommend using them as both. However, these lists should be limited to small or minor fixes. These fixes can include, but are not limited to:

• Any interior or exterior issues
• Incorrect installations
• Mechanical issues
• Any damage that occurred during the course of the project
• Other unaddressed items outlined in the original contract

Keeping punch lists limited to small fixes ensures that the majority of large issues are addressed before a project's final inspection, generally through change orders, helping your projects stay on time and on budget. 

STEPS TO CREATE A PUNCH LIST

1. Navigate to the desired Project via the Left Sidebar. 
2. Select the Project Tracking tab and choose the Punch Lists category.
3. From the Punch Lists pane, click the green (+) Add New... button and select "Add Punch List" from the dropdown menu. 
   1. If you would like to add a new list to an existing Folder or Subfolder, drill into the desired Folder by clicking on & opening the relevant Folder(s). 
      1. Folders must be created before new lists can be added. 
4. Within the Create New Punch List window, enter the Punch List Name (this step is required), then fill in any additional information as desired:
   
   1. Room/Location: The room, building, or other identifying location relevant to the list at hand (i.e. Kitchen, Primary Bathroom, 10th Floor, Building 6, etc.)  
   2. Punch List Creator: This field selects the current user by default and is not editable
   3. Punch List Editor(s): 
      1. Punch List Editors can see and edit every Item in the list, and can edit the list Itself.
      2. The Creator of the Punch List is automatically assigned as an Editor.
      3. Multiple Users can be added as Punch List Editors. 
      4. The current user appears within the dropdown list first, followed by all Company Contacts organized in alphabetical order.
   4. Punch List Viewer(s): 
      1. Punch List Viewers have permission to see all Items in the list, but can only edit Items for which they are an Assigned Resource. 
      2. Multiple Users can be added as Punch List Viewers. 
      3. The current user appears within the dropdown list first, followed by all Company Contacts organized in alphabetical order.
5. Finalize the new list by clicking the blue "Create" button. The new list will automatically appear within the Punch Lists pane or within its respective Folder. 

VIDEO WALKTHROUGH

ADDITIONAL INFORMATION

• Punch Lists—and their respective Items & Item Issues—can be created manually per Project, included as part of a Project Template, or imported from Excel.
  • To streamline future construction projects, ConstructionOnline™ Company Users can move existing Punch Lists to a Project Template, or create new lists manually within Project Templates. 
    • To access and manage a Project Template, follow the steps within the Edit a Project Template article.
• Permissions: ConstructionOnline™ Company Users must have Punch Lists permissions set to "Can Create, Edit, & Delete" to create new Punch Lists. 
  • ClientLink™ and TeamLink™ Users with Punch Lists permissions can:
    • See lists they're assigned a Viewer on
    • Make changes to lists they're assigned an Editor on
    • Make changes to list Items they're an Assigned Resource on." 
• Mobile App: New Punch Lists can be created from 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.