Punch items

You can use punch items to track work that must be done before the Certificate of Final Completion can be issued. A punch item can be assigned to someone who ensures that the items are completed, fixed, or redone according to specifications. Then the record is closed after the work is verified.

Example

The inspector compiles a list of work that must be fixed or completed before the Certificate of Final Completion is issued. After the contractor reports that the work is finished, the inspector ensures that it's completed according to specifications.

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To open the Punch Items module

In the project menu, select Records > Punch Items.

Creating punch items

Create a basic record in the Create panel, or create a record with detailed information in the full form.

Required fields are marked with an asterisk (*) but aren't enforced for draft records.
If autonumbering is off, the Number field is editable until the record is saved with a non-draft status. If autonumbering is on, the number is assigned after the record is saved with a non-draft status.

To create a record in the Create panel

If the right-side panel is closed in the Punch Items module, select (Information) on the navigation toolbar.
On the navigation toolbar, select (Create).
In the Create panel, enter the record details.

To change the workflow status, select an option from the list.
To add a location, select the Location field, select a parent or child location, and then select Apply.
In the Responsible Company field, select the name of the company.

Users from the selected company have access to the record.

To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.
In the comments field, enter a comment, and select (Links) to link items.

To add a typical condition, select in the comments field. You can also add more details to the selected condition.

Select Save or Save + Add Another.

You can open the full record to enter additional details, link items to it, and share it with other people.

To create a record in the full form

On the navigation toolbar, select (Create).
If the new record doesn't open in the full form, select (Expand) in the Create panel.
In the Information panel, enter the record details.

To change the workflow status, select an option from the list.
To add a location, select the Location field, select a parent or child location, and then select Apply.
In the Responsible Company field, select the name of the company.

Users from the selected company have access to the record.

To add an assignment, select Add in the Assigned To section, select the name, and then set a due date.
To add a courtesy copy, select Add in the Courtesy Copies section, and then select the name.

On the Comments tab, enter a comment, select (Links) to link items, and then select (Send).

When you select (Send) to add the comment to a new record, the record is saved.

To add a typical condition, select in the comments field. You can also add more details to the selected condition.

To set who has access to the record, select (Sharing), and then select an option.
To link an item to the record, select (Links), select (Add), and then select the item type.
To save the changes and keep the record open, select (Save).

—Or—

To save the changes and close the record, select (Save).

Exporting and importing punch items

You can export punch items to an Excel file where you can edit them and create new ones. Then you can import the file, which can only be used once, back into ProjectSight. If there are any errors, you can review and fix them in a new Excel file.

Record permissions, field permissions, and workflow status permissions are checked when you export punch items to an Excel file and when you import the file into ProjectSight.
In the Excel file, required fields are light red, and read-only fields are light blue.
To avoid an import error, make sure you enter information in the Resolution field if the Date Resolved and Resolved By fields contain information.
The Excel file can only be imported into the project that it was exported from.

When you import the Excel file back into ProjectSight:

If new values were entered after this spreadsheet was exported, your edits are flagged.
Blank rows and fields are ignored.
If a non-draft workflow status is selected, and a required field is invalid or empty, the new record remains a draft.
The Resolution, Date Resolved, and Resolved By fields are updated in the record. If the Date Resolved and Resolved By fields are empty in the Excel file and in the record, the current user and time stamp are used.

To edit and create punch items using the Excel import sheet

In the Punch Items module, filter the records that will be exported to Excel.

In the Search panel, set the filters.
To export specific punch items, select their checkboxes. If none are selected, all the punch items are exported.

In the list view, add and rearrange the columns, and then save the custom view.

The Excel file will display the columns for the fields in the list view followed by the remaining fields.

On the navigation toolbar, select (Import/Export) > Export to Excel.

The Excel file contains the required fields and the fields that you have permission to view.

Open the Excel file.
On the Punch Items tab, enter the punch item details in a new row.
Edit any existing punch items.

Tip

You can copy and paste unlocked cells.

Save the Excel file.
In ProjectSight, open the Punch Items module.
On the navigation toolbar, select (Import/Export) > Update from Excel.
Select the Excel file to import.

To review and fix import errors

In the import error message, select Review Errors.

The punch items with errors are exported to a new Excel file.

Review the Feedback column and fix the associated errors.
Save the Excel file.
In ProjectSight, open the Punch Items module.
On the navigation toolbar, select (Import/Export) > Update from Excel.
Select the Excel file to import.

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Punch items