Add Items to a Punch List

Contents

You can add related items to a punch list by doing the following:

1. Expand the Logs folder and click Punch Lists.
2. From the Punch Lists log window, open the punch list to which you want to add items.
3. Click the Punch List Items tab, and click Add to open the Punch List Item Dialog Box.
4. Contract Management numbers the new item sequentially, enters the system date in the Opened field, and enters a date that is seven days from the current date in the Required field. You can edit each of these fields.
5. If the item is closed, click Select Date next to the Closed field to select the date the item was closed.
6. In the Status section of the Punch List item dialog box:
   1. Click Select next to the Ball in Court field to open the Select Contact Dialog Box and select the BIC for the punch list item.
   2. From the drop-down lists, select the Priority and the Status for the punch list item.
7. In the Location section of the Punch List item dialog box:
   1. From the Area, Room, and Elevation drop-down lists, select the options to which the punch list item pertains. Contract Management assigns the item a status of New Item.
   2. In the Location field, enter the site location for the punch list item.
8. In the Description section of the Punch List item dialog box, enter any comments or additional information regarding the punch list item.
9. In the Schedule section of the Punch List item dialog box:
   1. If the project is linked to a P6 EPPM schedule, click Select to open the Select Activity Dialog Box to select an activity for the item.
   2. Click Select Date next to the Start field, and select the early or actual start date from the linked schedule. A selected option indicates an actual date.
   3. Click Select Date next to the Finish field, and select the early or actual finish date from the linked schedule. A selected option indicates an actual date.
10. In the Details section of the Punch List item dialog box:
    1. Use the Responsible Item drop-down list to cross-reference another punch list item. For example, you might 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.
    2. In the Value field, enter the value for the punch list item.
11. In the Issues section of the Punch List item dialog box, click Link to open the Select Issue Dialog Box and link an issue to the punch list item. You can link more than one issue.
12. In the Attachments section of the Punch List item dialog box:
    • Click Attach File to attach a file to the document.
    • Click Attach from Repository to attach a document from the content repository.
    • Click Attach URL to attach a web address to the document.

      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.

Save the Punch List item:

Click Save and Close to close the dialog box and save the new punch list item.