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      Duplicate a Punch List

      Experience faster project tracking with ConstructionOnline's "Duplicate" options for construction punch lists

      BACKGROUND

      As the leading provider of construction management software, ConstructionOnline™ offers construction pros cutting-edge technologies that support their project tracking needs. 

      With ConstructionOnline's Punch List software, construction companies can compile & track all of the outstanding items that need to be addressed before the completion of their projects through secure, cloud-based task lists. 

      To streamline the creation process of punch lists, ConstructionOnline™ provides users with easy-to-use "Duplicate" options that allow them to repurpose the lists of tasks and sub-tasks they use for every project. 

      This article contains the following sections: 

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

      STEPS TO DUPLICATE 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. Find the existing Punch List you wish to duplicate. 
        1. If the list is stored within a Folder, drill down to the specific list by clicking on & opening the relevant Folder(s). 
      4. Right-click on the desired list and choose "Duplicate Punch List" from the dropdown menu. 
      5. Within the Duplicate Punch List window, update any of the details that may need to be different for the duplicated list with consideration to the following conditions:
        1. The Punch List Name will populate exactly the same as the original list by default, but is modifiable. 
        2. ConstructionOnline™ will keep the duplicated list within the current Project by default. 
          1. Choose to duplicate the Punch List to any active Project or Project Template through the "Choose Project" dropdown menu. 
        3. ConstructionOnline™ will keep the duplicated list within the current Folder, if applicable. 
          1. Choose to duplicate the Punch List into any existing Folder through the "Choose Destination" dropdown menu. 
        4. By default, ConstructionOnline™ will keep all of the existing components of the Punch List when duplicating. Uncheck the ☑️ check box next to any list component you would not like to keep when duplicating the new list:

          ☑️Viewers & Editors
          ☑️ Punch List Items 
               ☑️ Issues
               ☑️ Assigned Resource(s) 
               ☑️ Related Resource(s) 
               ☑️ Percent Complete
               ☑️ Attachments 
          1. Please note that any Redline pins will not be duplicated, and if you choose to keep any existing Assigned and/or Related Resources, they will be notified via email upon duplication. 
      6. Once you have finalized the duplicated list's details, click the blue "Duplicate" button.
        1. ConstructionOnline™ will automatically populate the duplicated Punch List within the selected destination. 

      BEST USE 

      Streamline project tracking across your business by duplicating the punch lists that are standardized, repetitive, or those similar in a scope. 

      Punch Lists can be duplicated within the Project they were created in, or they can be duplicated to other active ConstructionOnline™ Projects or Project Templates—making standardizing task lists company-wide easy. 

      ConstructionOnline™ Company Users can duplicate entire Punch Lists which includes duplicating all of the list's Items, Item Issues, and Attachments. Alternatively, if you wish to reuse tasks and sub-tasks only, users can duplicate individual Items, and their respective Issues & Attachments, independently. 

      However, please note that Item Issues and/or Attachments cannot be duplicated independent of their parent Item. 

      VIDEO WALKTHROUGH 

      ADDITIONAL INFORMATION 

      • Permissions: ConstructionOnline™ Company Users must have Punch List permissions set to "Can Create, Edit, & Delete" to duplicate existing lists. 
        • ClientLink™ and TeamLink™ Users cannot duplicate Punch Lists. 
      • Mobile App: Punch Lists can be duplicated exclusively via browser access to ConstructionOnline™.
        • Duplication of Punch Lists is not currently available via the ConstructionOnline™ 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.