Perform Bulk Actions on Punch List Items

To use the Bulk Actions menu in the Punch List tool to perform bulk edits on a batch of punch items.

The Bulk Actions menu in the Punch List tool lets you perform the same action on a batch of punch items.

• Required User Permission:

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

Choose from these options in the Bulk Actions menu.

• Use Bulk Actions > Edit in the Punch List Tool

• Use Bulk Actions > Delete in the Punch List Tool

• Use Bulk Actions Retrieve in the Punch List Tool

• Use Bulk Actions Close in the Punch List Tool

• Use Bulk Actions > Reopen in the Punch List Tool

Use Bulk Actions > Edit in the Punch List Tool

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

2. Locate the punch list items that you want to modify and then:

   • To select all of the punch items in the list, mark the checkbox at the top of the left column.
     OR

   • To select one or more of the punch items in the list, mark the check box to the left of each desired punch list item.

3. Choose Bulk Actions > Edit .
   Note: The Bulk Actions menu is supported in the My Items, All Items, and Recycle Bin views.

4. Edit these fields as you want for the selected punch list items:

   • Title. Edit the title for the selected items.

   • Type. Select the type for the selected items from the drop-down list.

   • Priority. Select the priority for the selected items from the drop-down list.

   • Trade. Select the trade associated with the item from the drop-down list.

   • Add an Assignee. Select an assignee to the Assignee Name field on the selected items.
     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. Set a due date for the selected items.

   • Punch Manager. Select the person on your team who is responsible for overseeing the resolution of the selected items.

   • Final Approver. Designate the final approver for the selected items.

   • Location. Edit the location of the selected items.

   • Reference. Edit the reference for the selected items.

5. Click Update.

Use Bulk Actions > Delete Punch List Items

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

2. Locate the punch list items that you want to modify and then:

   • To select all of the punch items in the list, mark the checkbox at the top of the left column.
     OR

   • To select one or more of the punch items in the list, mark the check box to the left of each desired punch list item.

3. Choose Bulk Actions > Delete.

4. Ensure a checkmark appears next the wanted items. Then click Delete.

Use Bulk Actions > Retrieve Punch List Items

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

2. Click Recycled Items.
   Note: The Retrieve menu option is the only option available in the Recycled Items tab.

3. Locate the punch list items that you want to modify and then:

   • To select all of the punch items in the list, mark the checkbox at the top of the left column.
     OR

   • To select one or more of the punch items in the list, mark the check box to the left of each desired punch list item.

4. Choose Bulk Actions > Retrieve.

5. Ensure a checkmark appears next to the wanted items. Then click Retrieve.

Use Bulk Actions > Close in the Punch List Tool

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

2. Locate the punch list items that you want to modify and then:

   • To select all of the punch items in the list, mark the checkbox at the top of the left column.
     OR

   • To select one or more of the punch items in the list, mark the check box to the left of each desired punch list item.

3. Choose Bulk Actions > Close.

4. Ensure a checkmark appears next the wanted items. Then click Close.

Use Bulk Actions > Reopen Punch List Items

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

2. Select Status from the Add Filter menu. Then select Closed from the secondary drop-down list.

3. Locate the punch list items that you want to modify and then:

   • To select all of the closed punch items in the list, mark the checkbox at the top of the left column.
     OR

   • To select one or more of the closed punch items in the list, mark the check box to the left of each desired punch list item.

4. Choose Bulk Actions > Reopen.

5. Ensure a checkmark appears next the wanted items. Then click Reopen.