Edit a Punch Item Template Category at the Project Level

Things to Consider

Beta

The categories you create here can now be used on the Procore web application if your company is participating in the open beta. Company Administrators can enable the Punch List: Create Punch Items from Template on Web and Persist Category Beta in Procore Explore (US 2 | UK).

  • Required User Permissions:

    • 'Admin' level permissions on the project's Punch List tool.

  • Additional Information:

    • Categories help organize your Punch List Templates. If configured for your project, users can also select a category when creating a punch list item on the web (Beta Feature). Note that the category selection is currently for tracking purposes only and does not affect the item's workflow.

    • Any templates or categories created at the Company level will have a key icon next to them.

    • Any categories edited at the Project level will be only updated on that specific Project.

Steps

  1. Navigate to the project's Punch List tool.

  2. Click the configure settings Icon Settings Gear Grey3icon.

  3. Click the Templates tab.

    • Note: If your company is participating in the Punch List: Create Punch Items from Template open beta, click the Categories tab instead.

  4. Locate the category or template that you want to edit.

  5. Click the title of the template, or make your changes using the bulk edit drop-down menus.

  6. Edit the information as needed.

  7. Click outside of the text field to save your changes.

See Also

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