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Procore

Create a Defect Item Template Category at the Project Level

Skip to main content
Procore

Create a Defect Item Template Category at the Project Level

Objective

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

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Defect List tool.
  • Additional Information:
    • Categories are used for organizational purposes when managing and creating Defect List Templates. Categories will not affect how your Defect List tool is organized.
    • Any templates or categories created at the project level will not have a key icon next to them.

Steps

  1. Navigate to the project's Defect List tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Defect List Templates in the right pane. 
    This reveals a list of defect list templates, organized by category. 
  4. Click +Create Category.
    This opens the Create New Defect Item Template Category window.
  5. Enter a new category Name.
  6. Click Create to add the new category.

 

If you would like to learn more about Procore's punch list software and how it can help your business, please visit our construction punch list software product page icon-external-link.png.