How do I share a Punch List with my subcontractors?

To share an entire Punch List with a subcontractor via the Project Portal, you can add them as a Punch List Editor or Viewer to the Punch List. Punch List Viewers can view all the items in a Punch List, but cannot edit any items without being added as an Assigned Resource. Punch List Editors can view and edit every item on the Punch List, in addition to being able to edit the Punch List themselves. 

If you only need to share specific Punch List Items with a subcontractor, you can add them as an Assigned Resource to each individual Item. When a subcontractor logs in to their Project Portal, they will only be able to view and edit the specific Punch List Item(s).

Please note that your company's global TeamLink permissions for Punch Lists must also be enabled for subcontractors to view and/or edit a Punch List in the Project Portal.

However, if a subcontractor does not have a ConstructionOnline account or would prefer a to view and/or print out a paper copy of a Punch List, you can also email them a copy of the Punch List.

Click here for more frequently asked questions (FAQs) regarding Punch Lists.