Edit a Punch Item Template Category at the Company 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 Company level Admin 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 Company level will be automatically updated on each project the category or template is active on.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Project Settings,' click Punch List.

  3. Click the field you want to edit.

  4. Enter the desired changes.

  5. Click outside of the field; your changes will automatically save.

See Also

Loading related articles...