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.
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
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 after a trade is selected in the Trade field.
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:
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Changes in punch list item status
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Changes to responsible parties
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Adding or removing reviewers
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Changes to reviewer status
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Adding new documents
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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.