Punch Items

You can use punch items to track work that must be completed.

For information on how to search, sort, and filter the Punch Items list, see Filter, Sort, and Search

General rules

License: Certain actions, such as adding punch item records, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

Required fields:

If auto-numbering is on, numbers are assigned to punch item records with non-draft statuses when they're synced to the database.
Required fields are marked with an asterisk (*) and are enforced for non-draft records.

Workflow statuses:

Draft punch item records are only visible to the user who created them.
Punch Item records can't be changed back to the Draft status.
When an assignment or courtesy copy is added to a draft punch item record, the status changes automatically to the next workflow status. This is set at the record settings level by your administrator.
Punch Item records with a locked status can't be edited or deleted.

List view

Punch items list view

Record status
Record number
Description of work
Location
Sub-menu: duplicate or delete
Due date for the punch item
Assignee information
Drawing number if the punch item is pinned

Record view - Description, References

Duplicate the record
Save the record
Number - Not visible in Draft mode if punch items are set to auto-increment (web > general settings)
Record status
Description
Photos, videos, or drawings linked to the record
Select to pin the record to a drawing, or link it to drawings, photos, or videos
Number of attachments

Record view - Comments

Displayed only if the most recent comment is logged as the resolution.
The most recent comment.
Total number of comments. Select to view all comments, and to edit, delete, or mark a comment as a resolution.
Number of attachments.

Creating

To create a punch item

In the Punch Items list view, select .
Select New Punch Item.

—Or—

Select New from Photos, then choose a photo from your device.

—Or—

(iOS:) Select New from Camera, then take a photo or video.

(Android:) Select New from Camera, then take a photo.

Use the Text or Pencil tools to annotate the photo.

—Or—

Select New from Videos, then choose a video from your device.

Add a description for the punch item.

To enter a typical condition as a description, select Search icon , select a typical condition from the list, and select Select.

To add assignments, select Assign.

—Or—

To send courtesy copies, select CC.
At the bottom of the record, add a comment.
Enter additional punch item details, then select .

To duplicate punch items, see Duplicate Record. Note that courtesy copies, comments, assignments, and links aren't copied to the new punch item.

Editing

To add a location

In the Location box, select >.
Choose a location from the list.

The location hierarchy is set in the web application.

Select Select.
Select .

To bulk edit your punch items, see Batch Edit.

Attaching and pinning

To pin a punch item to a drawing

You can pin to current or previous drawing revisions.

In the References box, select .
Select Pin to a drawing.
Select the drawing from the list.
Select the revision to pin to a specific drawing revision.
Touch the area of the drawing where you wish to drop the pin.
Select again to move the pin to a new area.
Select Done.

The same punch item can be pinned several times to the same drawing.

To link records or drawings to a punch item, see Linking Records or Drawings.
To attach photos and videos, or how to view and delete attachments, see Photos / Videos