Create a Punch Item Template Category at the Project Level

To create a punch item template category at the Project level.

• Required User Permissions:

  • 'Admin' level permissions on the project's Punch List tool.

• Additional Information:

  • Categories are used for organizational purposes when managing and creating Punch List Templates. Categories will not affect how your Punch List tool is organized.

  • Any templates or categories created at the project level will not have a key icon next to them.

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

2. Click Configure Settings .

3. Click Punch List Templates in the right pane.
   This reveals a list of punch list templates, organized by category.

4. Click +Create Category.
   This opens the Create New Punch Item Template Category window.

5. Enter a new category Name.

6. Click Create to add the new category.