Update Punch List Attributes Using General Tab - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Contracts (2.03)

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English
Product
EcoSys
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EcoSys Standard Version
2.03

Follow the procedure below to view and modify the punch list item attributes using the General tab.

  1. Navigate to Contracts > Punch List.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required contract.

  3. Click REFRESH for screen update.

  4. Click the Punch List Register tab. The Item Register panel appears.

  5. Click the Item ID hyperlink. The Item Details panel appears.

  6. Click the General tab.

  7. Type a unique Item Name.

  8. Click the Type ellipsis to select the required punch list item type. The available punch list item types are listed below:

    • As Built Drawings (SUB)

    • Estimate (SUB)

    • Job Safety Analysis (SUB)

    • Man Power Report (SUB)

    • Other (SUB)

  9. (Optional) Click the Priority ellipsis. The available values are listed below:

    • High

    • Low

    • Medium

  10. (Optional) Select a Due Date from the calendar.

  11. (Optional) Attach the punch list item related document. To attach the document, perform the following:

    1. Click the Attachment ellipsis.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. Click SAVE.

      To view or save the attachment, click the attachment hyperlink.

  12. (Optional) Type in the required Comment.

  13. Click SAVE.