Create Punch Lists

Contents

The Punch Lists module is a convenient place for you to document lists of related items that must be completed before the project can be finished. For example, before a contract can be closed out, damages incurred during construction must be repaired, and missing equipment must be noted. Punch lists make it easy to document and track the status and cost of outstanding items.

To create a punch list:

1. Expand the Logs folder and click Punch Lists to open the Punch Lists Log Window.
2. Click Add Document to open a blank Punch List Document Window.

On the General tab:

1. In the Punch List field, enter the name of the punch list.
2. In the Title field, enter a title that describes the contents of the punch list.
3. Click Select To next to the To field to open the Select Contact Dialog Box to choose the recipient of this punch list. Click Clear to clear the selected contact.
4. Click Select From next to the From field to open the Select Contact Dialog Box to choose the person issuing this punch list. Click Clear to clear the selected contact.

On the Status tab:

1. Click Select Ball in Court next to the Ball in Court field to open the Select Contact Dialog Box, and select the BIC for the punch list.
2. From the Priority drop-down list, select the priority for the punch list.

On the Punch List Items tab:

This tab contains the list of punch list items.

1. Click Edit next to an item to edit the item.
2. Click Add to add a new punch list item. See Add Items to a Punch List for information on adding a new item.

On the Details tab:

1. In the Description field, enter a detailed description or summary of the punch list contents.
2. Click Select Contract to open the Select Contract Dialog Box to choose a contract to link to the punch list. Click Clear to clear the selected contract.
3. If this punch list is associated with a Change Management document, Contract Management displays the number in this field. You cannot edit this field.

On the Issues tab:

Click Link to open the Select Issue Dialog Box, and link an issue to the punch list. You can link more than one issue.

On the Attachments tab:

• Click Attach File to open the Attach File Dialog Box to attach a file to the document.
• Click Attach from Repository to open the Attach Document Dialog Box, which you can use 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 will not display unless the administrator set the Contract Management project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
• Click Attach URL to open the Attach URL Dialog Box 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 document:

Click Save when finished.

To assign custom fields to your punch lists, right-click on the top-level (All Projects) folder and choose Custom Fields to open the Custom Fields Dialog Box. You can arrange them according to your own categories.