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Punch Lists

The Punch List form is prepared by the owner or his/her authorized representative of items of work requiring immediate corrective or completion
action by the contractor.
 
Navigation Path:  Engineering Forms > Advanced Forms > Punch List
 
Punch Lists
1

Select Punch List

Use to look up an existing Punch List.
2

Add

Click to start a new form.
3

Header Details

Project:  Used to select the project associated with the Punch List.
Phase:  Select the phase (construction, design, etc.) that the project is currently in.  The options for this field are configured by your Administrator in the Portfolio>Lists>Projects menu.
Punch List  #:  The form number will automatically be populated by PMWeb with the next available numerical value depending on the type of form and project it relates to.
Description:  Enter a general description (a more detailed description should be entered in the details section of this form).
Status:  The status (draft, submitted etc.) will automatically be updated by PMWeb based on the workflow configuration.
Revision:  Enter the revision number for this record.
Date:  Enter a date for this item.
From: Select the name of the contact who is recording this Punch List item.  The available contacts are set up in Portfolio>Lists>Companies.
To:  Select the name of the contact who will be receiving this Punch List item.  The available contacts are set up in Portfolio>Lists>Companies.
CSI Code:  Enter or select the construction specification codes associated with the form (if applicable).  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Category:  Select the category (mechanical, electrical etc.) associated with the CSI code.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
Priority:  Select the priority (high, medium etc.) of the form.  The available options are configured by the Administrator in the Portfolio>Lists>Lists menu.
 
4

Save

Click to save the header detail of the Punch List.  Once saved you will be able to add items in the details section of the form.
5

Search

Use the search capability to locate a user from your contact database.
6

Item #

This field will be automatically be populated by PMWeb.
7

Locations

Drag the location from the left side of the screen to the right.  If you do not have any selections, see #8.  These locations are configured by your Administrator in the Portfolio>Lists>Projects menu.
8

Location

If a list of locations does not appear on the left hand side of your screen, manually enter the information. These locations are configured by your Administrator in the Portfolio>Lists>Projects menu.
 
9

Description

Enter the description of the Punch List item.
10

Trade

Select the trade (mechanical, electrical etc.) from the drop down menu.  These trades are configured by your Administrator in the Portfolio>Lists>Lists menu.
11

Assigned To

Select the person responsible for completing the task.  The contacts are set up in Portfolio>Lists>Projects.
12

Issued Date

Select the date the assignment was issued.
13

Received From

Enter the name of the person who is assigning the task.  The contacts are set up in Portfolio>Lists>Projects.
14

Sent To

Select the name of the person the item was sent to.  The contacts are set up in Portfolio>Lists>Projects.
15

Due Date

Enter the date the assignment is due.
16

Completed

Enter the date the assignment was completed.
17

Cost

Enter the cost associated with the item (if applicable).
18

Charged To

Select the contact the item was charged to (if cost was involved).  The contacts are set up in Portfolio>Lists>Projects.
19

Close

Place a check mark in this box if the item is closed.
20

Days Overdue

This field will be automatically populated by PMWeb based on the configured workflow.
21

Days +/-

This field will be automatically populated by PMWeb based on the configured workflow.
22

Additional Tabs

For more information on the other tabs please see the Overview/Navigation section.
Notes
Attachments
Workflow
Notifications