Skip to main content
Procore

Create a Company Level Deficiency Item Template

  1. Last updated
  2. Save as PDF

Objective

To create deficiency item templates at the Company level.

Background

If you're a Deficiency List tool Admin, you may find it useful to add custom deficiency list item templates. While Procore provides a default library of common deficiency list items for all companies, you can add your own custom templates for deficiency list items specific to your project. These templates can be organized by type and configured to include a default trade, Deficiency Manager, Assignee and Final Approver for the item. These templates are only available for use on a mobile device; when a team member creates a new deficiency list item from a mobile device, they can select one of these templates, which will auto-fill fields with default information. You can then add or edit any information as needed.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • Deficiency item templates created at the Company level will be dynamically added to all projects in the company.
    • Users with 'Admin' level permission to the Deficiency List tool can deactivate templates at the Project level if a certain template does not apply.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Deficiency List.
  3. Choose from these options:
    • To configure a deficiency item template for a category, do the following:

      • Category. Select the category for which the deficiency item template will apply. This is only for organizational purposes.

        Note: If no categories are present, follow the steps in Create a Deficiency Item Template Category at the Company Level.

      • Template Name. Enter the name of the deficiency item template. When a user chooses to add this deficiency item to a deficiency list, this defines the item name. 

      • Trade: Select the trade to apply to the deficiency item. Trades can be added to this list using the Admin tool. See Add a Custom Trade.

    • To apply a trade to an entire category, complete the following:
      • Trade. Next to the desired category, select the trade that you want to apply to all the Deficiency item templates in that category. Trades can be added to this list using the Admin tool. See Add a Custom Trade. 
        apply-trade-to-category.png
      • When the 'Apply Trade to Category' box appears, click Continue to apply that trade to the all of the Deficiency item templates in that category. 
  4. Click Submit.

Next Steps

See Also