Punch Lists

Use punch lists on a project to organize outstanding work, assign tasks, track progress, manage due dates, and associate supporting documents.

Create, assign, and track punch list items directly inside your projects and capital projects.

• Organize all remaining work: Create one or multiple punch lists for any project to capture every detail before final sign-off.

• Save time with automatic status updates: Punch list statuses update automatically as team members complete individual tasks.

• Edit quickly in the grid: Update task names, statuses, due dates, and notes right in the grid. Your changes save automatically.

• Keep everyone aligned: Assign tasks to specific team members. Attach photos and documents.

Go to Projects or Capital Projects > Details > Punch List.

Create a punch list

1. In the Actions menu, select Add Item.

2. On the Punch List tab, select Create New Punch List.

3. Complete the form:

   • Punch List Name

   • Assignee: Select a member to assign the list to.

   • Status: Select the initial status for the list.

   • Due Date: Optionally, enter a date to complete the list by. If the list is not complete by this date, status changes to Past Due.

   • Description

4. In the Actions menu, select Save Changes.

   Next, add tasks to the list.

Add tasks

1. In Capital Project Punch List or Project Punch List, select the punch list to update.

2. In Punch List Tasks, select Add punch list task.

3. Enter the task details:

   • Task Name: Enter a clear description of the work needed. This is required.

   • Task Status: Select an initial status for the task. The default is Not Started. This is required.

   • Due Date: Select the date the task must be finished.

   • Notes: Add extra instructions or context.

   • Latitude / Longitude: Enter optional location coordinates (latitude and longitude) for on-site work.

   • Assignee: Select the team member responsible for completing the task.

   • Attachments: Select Add document to upload photos or files and attach them to the task:

     1. Select a folder to upload documents to, then select Upload.

     2. Select each document to add.

        To add every document in a folder, select that folder.

     3. Select Add Selected Documents.

        The Attachments pane lists the documents.

4. Review the documents:

   • Select the Remove link to remove a document.

   • Select Download to download a document to your browser's download folder.

   • Select Upload to upload a newer version of the document.

5. Select Add.

Edit tasks

To keep your punch list up to date, edit tasks in the grid, or open a task to see all its details on one screen.

• Edit in the grid: In Punch List Tasks, select the Task Name, Task Status, Due Date, or Notes of a task and enter your change. Your change saves automatically.

• Mark tasks complete: Select Complete next to a task to change its status to Complete. Clear Complete to change the status back to Not Started.

To edit tasks, you need permission to edit the punch list.

To edit all task details in one window:

1. In Capital Project Punch List or Project Punch List, select the punch list to update.

2. In Punch List Tasks, locate the task, then select Edit.

3. Edit the task details, then select Update.

Delete tasks

Keep your punch list clear and focused by removing tasks you no longer need. Delete one task or every task in a punch list at once.

This removes tasks permanently. The system asks you to confirm before it deletes tasks.

To delete tasks, you need permission to delete punch list items.

1. In Punch List Tasks, locate the task.

2. Select Delete, and then Yes to confirm.

Status updates

Punch list status updates as your team works on tasks, so you spend less time on updates and always know the status of your punch list.

• Start work: When someone changes the status of a task in a punch list with status Not Started, that punch list changes to In Progress.

  If you add a new task with status Not Started, the punch list status doesn't change.

• Stay on schedule: If a punch list has a due date and isn't complete after that date passes, it changes to Past Due.

  This happens right away if you create or edit a punch list with a due date in the past. Lucernex also checks due dates each day.

  Task due dates don't change the punch list status.

  If you move the due date of a Past Due punch list to a later date, it changes to In Progress if there are punch list tasks. If there are no punch list tasks, it changes to Not Started.

  If you change the due date of a punch list that's complete or blocked, its status is unchanged.

• Finish work: When all tasks in the punch list are complete, the punch list changes to Complete.

  To complete a task, select its check box or change its Task Status.

  This works even if you set the punch list status yourself. For example, a Blocked punch list changes to Complete when all its tasks are Complete.

  A Complete punch list never changes to Past Due. If you reopen a task, the punch list changes back to In Progress.

The new status appears as soon as you save a task. You don't need to refresh the page. If you can edit the punch list, you can change its status at any time.