Set Up Punch Lists

Perform the following steps to set up punch lists on Info Exchange.

To set up punch lists

●        The Punch List Items log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

●        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

●        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

●        You must be assigned to a permission set that grants access to view the Punch List Items log. For information on assigning a project team member to a permission set, please see Permission Sets.

 

Newforma Punch List Mobile App

The Punch List app allows you to perform quick punching and verification of project items requiring additional action before the project is completed from your mobile device. For more information on setting up the Punch List app, please see the Newforma Mobile Apps topic.