Project Level Punch List Distribution Settings
At the Project level, you can configure the settings for Punch List distribution. This allows you to easily manage and distribute important information to the necessary parties involved in the project.
Custom Email Distribution List
One of the options available at the Project level is the ability to add recipients to the project's Custom Email Distribution list. This allows you to create a specific list of individuals who will receive Punch List updates and notifications.
Recipients added to this list will be notified according to the settings configured in the Punch List notification settings for "Project Settings custom email" recipients.
To add recipients to the Custom Email Distribution list, follow these steps:
Navigate to Project Settings > Modules > Punch List
Click on the +Add email distribution button
Enter the Name and Email of the recipient
Click on Save
Being added to the Project's custom email distribution list, recipients will receive an email for each Action they are designated as a target notifier for.
You can also remove recipients from the Custom Email Distribution list by:
Navigate to Project Settings > Modules > Punch List
Click on the three-dot button on the right of the Recipient's email
Click Delete
Confirm the action by clicking OK
Automated Report Distribution
At the Project level, another feature is Automated Report Distribution, allowing you to schedule Punch List reports to be sent to your trades automatically, ensuring they are always informed. Reports will include the Punch Items generated for the project and can be configured to automatically send on a daily, weekly, and/or monthly basis.
To set up Automated Report Distribution, follow these steps:
Navigate to Project Settings > Modules > Punch List
Click on the +Add report distribution button
Select the recipients for the Report Distribution by entering the Company, Assigned User, or selecting the checkbox for the Office Manager and/or Field Manager
Choose a Cadence (schedule) for the report distribution. Choose from Daily, Weekly, or Monthly reporting for the Project Punch List reports
Click on Save to exit
You can delete existing Automated Report Distributions by:
Navigate to Project Settings > Modules > Punch List
Click on the three-dot button on the right of the Recipient's email
Click Delete
Confirm the action by clicking OK