- [Instructor] Many of our management processes
in construction are centered around
the construction drawings.
But I'm going to focus on one of the processes we use
in construction that I really think
is in dire need of change and that's the punch list process.
Prior to going digital, this entire process
was often pushed to the very end of the project
when the management team did a comprehensive walk through
to find everything on the job that needed to be fixed.
The result is oftentimes a huge list of items
requiring many of the trade contractors to be scheduled
back out to the site for repairs.
This is an extremely inefficient process
and there's a better way in the digital world.
Let's take a look using the project
that we set up in Procore.
We're going to do this completely on our Android device.
Just as though I were using my phone,
walking around the job site out in the field.
So let's go ahead and open up Procore.
And you can see there's already
a menu item here for Punch List.
Looks like there's a couple of punch list items
that were in here, but got closed.
So let's see how that works and talk about this from,
not really from a how to use this tool viewpoint,
but from a how to improve your process viewpoint.
So, when I talk about changing the punch list process,
I'm talking about not waiting until the end of the job
to create this list.
There's no need to do that anymore,
because we now have our digital drawings.
So let's pull those up.
Let's pull up our architectural drawings
and we'll go ahead and jump to our foundation drawings.
And let's put this in our landscape view,
so that we have a little more
screen real estate on our phone.
And since I typically always have my phone with me,
just like most of the people on
my project management team,
I always have the drawings with me.
What I want to do now is I want to use these drawings
to create what I'm going to call an "active punch list."
Instead of a punch list that just gets generated
once or twice towards the end of the project,
I want to go ahead and create a sort of punch list process
that's not a list necessarily,
but that exists on each drawing so that
when the trades open up the drawings
that they need to do their work out in the field,
if me or anybody on my project management team
has found an issue that needs to be dealt with,
they don't wait until the end,
it shows up right here on this drawing.
Let me show you what I'm talking about.
If we scroll through our toolbar,
you'll see that one of the tools is a Punch List tool.
So I'm going to tap on that.
And let's just zoom in,
since we're on our concrete foundation drawing,
let's zoom in and drop that punch list pin
right there.
Now because there's a Punch List tool
built into the software,
we get this dialogue box that pops up
and asks us to generate a new punch list item.
So, I'm going to say that this is
a concrete honeycomb that needs patching.
So I'm just going to select that item.
Now it's going to ask me where it's located
and I don't really need to enter anything
in this location file unless this were one of those projects
where I had multiple buildings
and I might need to tell the user
whether this is in building A or building B.
But since I just have one building,
and I just dropped this punch list item
right onto the drawing, that's where it's going to live.
I don't need to actually take any time
and enter anything in Location.
It's concrete honeycomb that needs to be patched.
I can tap on Assignees and if I had project members
set up as users in this system,
I could choose say, the foreman for the concrete crew,
and assign this to him
and he would immediately get an e-mail
that a punch list item had been created.
I can put a due date in.
Status is of course open, because I just found it.
And I can assign it to any one of my trades.
It was already set to concrete,
obviously that's what this is for.
Now I've got other options in there
for putting cost codes, descriptions.
I can also tap on Attachments and take a picture
of what needs to be fixed,
so that all the information is right there.
And whoever I assign this to gets that information
without even having to go look at it.
So on a big job, this is really valuable.
So I'm going to go ahead and click on Save.
And now you'll see on the screen that I have
a new punch list item that's been created.
It's orange, which means that it's an open punch list item.
And anybody that opens this foundation drawing
is going to see that there's a punch list item
that's been added for them.
So let's go ahead and go back.
And let's go to our first floor framing plan.
We'll zoom in and add just one more punch list item.
This one we'll say
has to do with wood framing.
Maybe we'll say there's wood base or trim missing.
Again, I could assign it.
I could put a due date in there.
It's currently open.
I'm just going to go ahead and click Save.
And again, now I've got a new punch list item
showing on my drawing.
Anybody that looks at the drawing can see it.
They can tap on Details and find the details for it.
And if there's somebody that has administrative access
and they fix the problem,
they can just slide to close
and that item is now closed.
Now, you see on this screen I could have also
edited the item.
I could have also tapped Send
and this would generate an e-mail to anybody that I want,
including the assignee, to send them an e-mail alert
that there's a punch list item that needs their attention.
So I'm going to tap on back and now you'll see
that this item has turned from orange to gray,
meaning that this is a closed item.
So as the project progresses,
you could get a lot of these symbols added to your drawing.
And that's really what I'm talking about doing
in my version of the punch list process,
is doing this everyday as the project progresses.
So, if my drywall crew is up on level ten
and they're still here working,
and my project management team is doing a walk through
down on the lower levels and they see an item
that the drywall crew needs to address.
I want it taken care of
and added as a punch list immediately,
not at the end of the project.
So we're going to add and open and close these punch lists
in my version of this punch list process
virtually every day throughout the project.
We're going to get a lot of these little symbols
cluttering up our drawings.
So in this case, I can click on Delete
and it will delete the symbol, but,
let's go ahead and go back to,
all the back to our home screen.
Go ahead and flip back to Portrait mode.
And we're in our Tools section.
And I want to go ahead and find our Punch List tool.
And you see, I still have four punch list items on here.
So I have those original two that were here
when I opened this drawing originally,
and I have the two that you just watched me add.
And you can see one of those is closed,
one of them is still open,
it's flagged as yellow and due in three days.
What I'm showing here is that I can delete those symbols
so my drawings don't get cluttered up,
but the item still stays in the punch list.
Using this process of adding these things
that we commonly refer to as "punch list items,"
directly to the drawings each day as we see them,
we can get much more timely notification out to our trades
that they need to perform repairs
and we can avoid that scheduling crunch
at the end job when we're trying to close things out.
Now since these items can just appear on the drawings
and the effected parties can see them on the plans
and get automatic notifications that we've looked at,
we can start to resolve these issues as the job progresses.
Maybe even before those trades leave the job site.
Now this is just one process,
and you saw how easy it was to do.
This is just one process we can improve
in a digital environment.
But depending on your needs
and the software system that you choose
to manage your drawings, there might be many more.
So as you explore the possibilities with digital drawings,
I really encourage you to keep exploring
the possibilities and the opportunities
to improve your processes.