Perform Bulk Actions on Punch List Items

Update multiple punch list items simultaneously to save time and streamline project management workflows. Bulk processing allows project teams to modify status, assignees, or key details across multiple items at once.

• Required User Permission

• Additional Information:

  • Action Behaviors: Select specific punch list items carefully before applying changes, as bulk updates immediately modify all chosen records across the project.

  • Unavailable options remain non-selectable if your permission level restricts specific bulk modifications.

• Access: Confirm you have the required permissions on the project's Punch List tool.

• Preparation: Identify the target punch list items requiring updates within the active project.

Select one of the following bulk action workflows:

Edit Punch List Items

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

2. Select the punch list items to modify.

   • Mark the checkbox at the top of the left column to select all items.

   • Mark the checkbox to the left of each specific item to select individual items.

3. Click Bulk Actions and select Edit.

4. Complete the applicable fields for the selected items:

   Show/Hide Fields

   • Title.

   • Type.

   • Priority.

   • Trade.

   • Add an Assignee.
     Note: If a punch item has multiple assignees, you can remove all of the assignees by selecting Clear all Assignees from the list box and clicking Update.

   • Due Date.

   • Punch Manager.

   • Final Approver.

   • Location.

   • Reference.

5. Click Update.

Delete Punch List Items

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

2. Select the punch list items to delete:

   1. Mark the checkbox at the top of the left column to select all items.

   2. Mark the checkbox to the left of each specific item to select individual items.

3. Click Bulk Actions and select Delete.

Retrieve Deleted Punch List Items

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

2. Click Recycled Items.

3. Select the punch list items to retrieve:

   1. Mark the checkbox at the top of the left column to select all items.

   2. Mark the checkbox to the left of each specific item to select individual items.

4. Click Bulk Actions and select Retrieve.

Close Punch List Items

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

2. Select the punch list items to close:

   • Mark the checkbox at the top of the left column to select all items.

   • Mark the checkbox to the left of each specific item to select individual items.

3. Click Bulk Actions and select Close.

Reopen Closed Punch List Items

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

2. Select Status from the Add Filter menu, then select Closed.

3. Select the closed punch list items to reopen:

   • Mark the checkbox at the top of the left column to select all closed items.

   • Mark the checkbox to the left of each specific item to select individual closed items.

4. Click Bulk Actions and select Reopen.