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Add and edit punchlists

Group related issues so you can capture, manage, share and track them from one single view.

Punchlists allow you to manage a group of related issues, which can be shared across different organizations. Issues can be created directly in the punchlist, or existing issues can be listed in them. All issues are still visible from the main issues list - punchlists simply give you a way to group them. Keep track by viewing the completion percentage for each punchlist.

Manage your punchlists from the web or on your mobile device.

View punchlists

  1. Log in to Aconex and click Field, then select Punchlists.
  2. Your punchlists will appear down the left.
  3. If you have a lot of punchlists, use the search field to find the one you need.

Tip!

Punchlists use the same permissions as issues. If Punchlists is not enabled for your organization, the Aconex-owning Project Admin should raise a service request, requesting us to enable it for you.

Create a Punchlist

  1. Click + from the top of your list of punchlists.
  2. Enter a name for your punchlist and click Save & add Issues.
  3. Start adding issues into your new punchlist.

Punchlist actions

  1. Within a punchlist click Actions.
  2. From here you can:
  • Share Punchlist – share the punchlist with one or more organizations
  • Edit Punchlist – change the punchlist name and due date
  • Close Punchlist – close the punchlist
  • Download as PDF – export the punchlist and its issues to PDF
  • View Event Log - view events for the punchlist

Add an Issue

  1. From the punchlist, click Add Issue.
  2. Complete all fields as required and click Save.
  3. Your issue will now be visible within the punchlist. It will also be visible in the main Issues list
  4. Continue adding issues to the punchlist as needed.

Add an existing issue to a punchlist

  1. From your Issues list, select the issue you want to add to a punchlist.
  2. Select Listed in and choose the appropriate punchlist.
  3. The selected issue will now be listed in that punchlist.

Tip!

You must be from the organization that created both the issue and the punchlist, in order to add an issue to a punchlist. 

Edit an Issue

  1. Within a punchlist click onto an issue.
  2. You'll see the issue details on the right.
  3. Click the pencil icon to edit the issue details.
  4. When you are done, click Save.

Issue actions

  1. Select an issue
  2. Click the ellipsis (three dots menu) 
  3. From here you can:
  • change the status of the issue
  • move it to another punchlist
  • remove it from this punchlist
  • copy it

Bulk Issue actions

  1. Select an issue and you'll see a list of actions appear above. These actions can also be done in bulk by selecting multiple issues.
  • Edit Assignees - Change who this issue is assigned to.
  • Send - send a PDF of the issues via Aconex Mail.
  • Move - Move this issue to a different punchlist.
  • Remove - Remove this issue from this punchlist.
  • Export - Export the issues as PDF, Excel or CSV.

What's next?

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