Construct PM - Punch Lists

Overview

Construct PM allows users to quickly and easily access their project punch lists. Extra items can be appended to existing punch lists or create completely new punch lists, all in app.

Punch Lists Log

The Punch Lists log

The Punch Lists log screen appears after the user selects Punch Lists from the main menu.

Search

Press the Filter icon () in the search bar to filter the search results. Punch Lists can be filtered by the author (mine), status, punch list, trade, company/responsible contractor, and location code.

Sort

Press the icon that reads, "Creation Date" to sort records by punch list, status, creation date, or due date. Press the arrow next to the sort option to sort in ascending or descending order.

[Group By] – Button

Press this button to group the log by punch list, status, due date, creation date, company/responsible contractor, or current responsibility. Press the arrow to sort the results in ascending or descending order.

NOTE: This option is available via the Search bar for mobile devices.

Delete

Press this link to delete the issue record from the project.

QR Code

Click on the Search icon (), select the Location Code filter, and press the [Scan] button to use this feature. When a user opens the Punch List log and scans a QR code, the location value for all punch list items created in the user's current session will be displayed. Initially, the location code will be set as default until a punch list item's location code is manually changed. Once changed, the new code will become the default for future use. For more information refer to Construct PM - Using QR Codes to Filter Punch List by Location.

List/Grid

The Punch List log screen in grid mode

Press the Grid icon () in the top left hand corner of the screen to change the view of the Punch List log screen. Press the List icon () when in grid view to change back to the list view.

Dwg (Drawing) Ref

This column displays the sheet number for any drawing sheet that the Punch List record is linked to (if applicable).

NOTE: This column is only available on Construct PM web.

Creating a Punch List Item

The Create Punch List Item screen

To add a new punch list item, press the Plus icon () in the bottom-right of the screen. Enter the information for the item and press [Save] when finished.

Status

Select the status of the punch list item. The default value for this field and the status codes are maintained in the CMiC Field - Punch List Item Status Maintenance screen.

Trade

Select the relevant trade code for the item. For more information about how Trade codes are used in Construct PM, please refer to Punch List - Trade Code Maintenance.

Description

Enter the item's description.

Creation Date, Due Date

Enter the date the item was made and its due date. The Creation Date field defaults to the current date.

Created By

This field is read-only and displays the contact information of the item's creator once the punch list item is created.

Contact

Select the contacts to be notified upon creation of the punch list item.

Responsible Contractor

The name of the company to which the contact belongs appears here.

Stamp Color

Press the Color Menu icon () to select a color for the stamp annotation.

NOTE: This field is read-only for new punch list items not associated with a drawing sheet.

Punch List

Either select an existing punch list or create a new list by entering the punch list name into the Create New Punch List field and pressing Create.

Location Code

Select the location on the jobsite. Locations codes are maintained in the Inspection Locations Maintenance screen in CMiC Field. For more information, refer to CMiC Field - Inspection Locations Maintenance.

Related Objects

Press the [Link Related Objects] button in this field to link another Construct PM object to the punch list item. This object can be an RFI, issue, drawing, or another punch list item.

NOTE: The "Drawing" option is only available for selection after a trade is selected in the Trade field, otherwise it will display as read-only.

Attachments

Press the [Add Attachments] button in this field to add an attachment to the punch list item. The user can either take a new photo with the device's camera, attach a file from the device library, or attach a document or drawing already saved in Construct PM.

Notes

Enter any additional notes concerning the punch list item here.

History – Tab

Punch List Item - History tab

All changes made to a Punch List Item's record appear here. This is a display-only tab that keeps track of:

• Changes in punch list item status

• Changes to responsible parties

• Adding or removing reviewers

• Changes to reviewer status

• Adding new documents

• Adding new notes

Batch Editing Punch List Records

Users can perform a batch edit by selecting multiple records and updating them simultaneously. The Batch Edit option is a time-saving feature as, instead of manually editing each record separately, updates can be applied to a selection of records in a single action.

NOTE: Batch editing is only available on the web.

Select one or more punch list records and press the Edit icon () to launch the Batch Edit Issue Punchlist pop-up window.

In the pop-up window, select new desired values for the available fields (e.g., Status, Severity, Type, Location Code, Date Required, To (Contact), and Responsible (Contact)). When finished, press the Save icon () to apply the updates to the selected Issue records.

NOTE: The Date Required field corresponds to the Due Date field in the punch list item.

Exporting the Punch List Log

NOTE: The Export Log feature is only available on the web.

To export the Punch Lists log, click on the Options Menu icon () and select the "Export Log" option in the drop-down menu. A CSV file is generated which contains all items that meet the current filters applied on the Punch Lists log screen.