A punch list contains items that need to be completed before a particular project can finish. Use the Punch List document window to Create Punch Lists. The Punch List document contains many tabs, each of them you can use to record details of punch list items.
Buttons, Drop-Down Lists, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling
Click to spell check the information.
If a mistake is found, the Spelling dialog box opens.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Punch Lists Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
This document window is categorized into the following tabs. The information is based on Edit mode.
General tab:
Punch List
Enter a name for the punch list, using up to eight alphanumeric characters. This field is editable only when adding a new punch list.
Title
Enter a title describing the punch list contents.
To
Click to open the Select Contact Dialog Box to choose the recipient of this punch list. Click delete 
to clear the selected contact.
From
Click to open the Select Contact Dialog Box to choose the contact issuing this punch list. Click delete to clear the selected contact.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Punch List Items tab:
Add
Click to add a punch list item.
To edit a punch list item
Click edit in the left column to open the Punch List Item Dialog Box to edit an item, or click Add to Create Punch Lists.
Item No.
Contract Management automatically assigns the next available number to each item added to the punch list. Click to open the Punch List Item dialog box.
Status
The item's status.
Ball in Court/BIC Contact
The company and contact currently responsible for this item.
Opened
The date the item was added.
Closed
The date this item was closed, if applicable.
Required
The required completion date for this item.
Description
A detailed description or summary of the punch list item.
Area
The project area associated with this item.
Room
The room associated with this item. Rooms are defined in the Punch List Rooms Dialog Box.
Elevation
The elevation associated with this item. Elevations are defined in the Punch List Elevations Dialog Box.
Location
The site associated with this item.
Responsible
Use this field to cross-reference another punch list item. For example, say you create a punch list item for one party that affects a second party. When you create a punch list item for the second party, you can cross-reference the original punch list item in this field so the second party can look it up.
Value
The amount due for the item.
Activity ID
The P6 EPPM project schedule activity linked to this punch list item.
If you are using P6 EPPM, you can use this field to reference and update the Start/Finish dates of the change with the schedule activity's early/actual start and finish dates.
Started/Has Started
These fields contain the early start or actual start date associated with the Activity ID. Contract Management selects the Has Started field option when the date is an actual start.
Finished/Has Finished
These fields contain the early finish or actual finish date associated with the Activity ID. Contract Management selects the Has Finished field option when the date is an actual finish.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Note: You can use Group, Sort, and Filter with punch lists.
Details tab:
Description
Enter a detailed description or summary of the punch list contents.
Contract
The contract associated with this punch list. Click browse 
to open the Select Contract Dialog Box to choose a contract to link to the punch list. Click delete to clear the selected contract.
Change Management Number
If this punch list is associated with a Change Management document, Contract Management displays the number in this field.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
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Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, June 17, 2015