Deficiency List
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The Deficiency List tool is used at the end of a project to keep track of remaining items to complete, assign responsibility, and maintain due dates.
- Create, manage, attach drawings/photos, and assign deficiency list items to users from a mobile device or computer
- Set a due date, distribute deficiency list tasks, and automatically send overdue email notifications to responsible parties
- Give assignees the ability to view, respond to, and complete deficiency list items from a mobile device in the field
- Monitor and track deficiency list items by status (i.e., open, closed, or pending) and maintain a real-time history of all actions
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- Add Comments to Deficiency List Items
- Add a Multi-Tiered Location to an Item
- Add a Photo to a Deficiency List item so that it Populates in the Photos Tool
- Close a Deficiency List Item
- Configure Advanced Settings: Deficiency List
- Create a Deficiency Item Template Category at the Project Level
- Create a Deficiency List Item
- Create a Project Level Deficiency Item Template
- Customize the Column Display in the Deficiency List Tool
- Deactivate a Deficiency Item Template on a Project
- Delete a Deficiency Item Template Category at the Project Level
- Delete a Deficiency Item Template from a Project
- Delete a Deficiency List Item
- Edit a Deficiency Item Template Category at the Project Level
- Edit a Deficiency List Item
- Edit a Project Level Deficiency List Template
- Email Deficiency Items to Any User
- Export a Deficiency List Item as a PDF
- Export the Deficiency List Log
- Export the Deficiency List Log as a CSV
- Import Deficiency List Items
- Notify Assignees of Deficiency List Items
- Perform Bulk Actions on Deficiency List Items
- Request a Deficiency List Import
- Respond to a Deficiency List Item
- Retrieve Deleted Deficiency List Items from the Recycle Bin
- Search and Filter the Deficiency List
- View All Deficiency List Items
- View Deficiency List Items
- View the Change History of a Single Deficiency List Item
- View the Deficiency List Dashboard
- Add a Photo to a Deficiency List Item (iOS)
- Close a Deficiency List Item (iOS)
- Create a Deficiency List Item (iOS)
- Create a Deficiency List Item with Quick Capture (iOS)
- Download Deficiency List Items (iOS)
- Edit a Deficiency List Item (iOS)
- Email Deficiency Items to Any User (iOS)
- Notify Assignees of Deficiency Items (iOS)
- Reassign a Deficiency List Item (iOS)
- Respond to a Deficiency List Item (iOS)
- Search and Filter the Deficiency List (iOS)
- View a Deficiency List Item (iOS)
- Add a Photo to a Deficiency List Item (Android)
- Close a Deficiency List Item (Android)
- Create a Deficiency List Item (Android)
- Create a Deficiency List Item with Quick Capture (Android)
- Download Deficiency List Items (Android)
- Edit a Deficiency List Item (Android)
- Email Deficiency Items to Any User (Android)
- Notify Assignees of Deficiency Items (Android)
- Reassign a Deficiency List Item (Android)
- Respond to a Deficiency List Item (Android)
- Search and Filter the Deficiency List (Android)
- View Deficiency List Items (Android)
Note
See Procore Imports for additional videos related to the Deficiency List.Tip
To browse and search all Procore training videos, visit our video library.
Mobile
Create a Deficiency List Item (Mobile)
View a Deficiency List Item (Mobile) - Subcontractor as Collaborator
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Resolve a Deficiency List Item (Mobile) - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Deficiency List Settings
Import Deficiency Items
Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Review and Close Deficiency List Items
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Subcontractor - Resolve a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Subcontractor - View a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Deficiency List
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as a Client - Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Respond to a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create Deficiency List Items from the Drawing Tool (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Close a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Configure the Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Close a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Configure the Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Respond to a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Configure Deficiency List Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Create a Deficiency List Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Accept and Close a Deficiency List Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Deficiency Items
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Deficiency Items
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Configure Deficiency List Settings
Mobile
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Deficiency Items
Review and Close Deficiency List Items
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Deficiency Items
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Respond to a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Create a Deficiency List Item (Mobile)
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Mobile
Create a Deficiency List Item (Mobile)
View a Deficiency List Item (Mobile) - Subcontractor as Collaborator
Respond to a Deficiency List Item (Mobile)
Close a Deficiency List Item (Mobile)
Resolve a Deficiency List Item (Mobile) - Subcontractor as Collaborator
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Deficiency List Settings
Import Deficiency Items
Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Review and Close Deficiency List Items
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Subcontractor - Resolve a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Subcontractor - View a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Deficiency List
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Deficiency Items into the Project Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as a Client - Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Respond to a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create Deficiency List Items from the Drawing Tool (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Close a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Specialty Contractor as Client - Configure the Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Close a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Configure the Deficiency List Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Respond to a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Create a Deficiency List Item (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Configure Deficiency List Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Create a Deficiency List Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Accept and Close a Deficiency List Item
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Can I attach a photo to a deficiency list item from my mobile device?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- For which items in Procore should I make templates?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I choose a Default Deficiency Item Manager for my project?
- How do I control which emails are sent by Procore from the Deficiency List tool?
- How do I determine whether a deficiency list item has been sent?
- How do I disable Quick Capture for iOS?
- How do I filter items by multi-tiered locations?
- How do I make my deficiency list items private by default?
- How does data entry differ between deficiency items created with manual input and deficiency items created with Quick Capture?
- How does the Deficiency List Workflow affect my existing deficiency list items?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
- What are multi-tiered locations?
- What do the deficiency item colour codes on a drawing mean?
- What granular permissions are available for the project's Deficiency List tool?
- What is Procore's Recycle Bin?
- What is a deficiency list?
- What is the Date Notified field in my Deficiency List?
- What is the Deficiency List Workflow?
- What is the difference between a distribution group and distribution list in Procore?
- What standard trades are available in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support granular permissions?
- Which fields in the Deficiency List tool can be configured as required, optional or hidden?
Deficiency List
The following table highlights which user permissions are required to perform the described user action.
: Denotes an action supported in Procore's iOS and/or Android mobile application.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
1 Users with 'Standard' level permissions can perform this action if they are listed as the item's Deficiency Item Manager, Assignee or Final Approver or if they have been granted the granular permission "Respond to Deficiency Items Assigned to Users within the Same Company."
2 'Standard' level users can only list 'Admin' level users as the 'Assignee' on a deficiency list item. However, 'Standard' level users who have been chosen to act as a Deficiency Item Manager from the Deficiency List Settings, can list other 'Standard' level users as the 'Assignee' on a deficiency list item.
3 'Standard' level users can only close deficiency list items they have created (when the item's status is 'Draft' or 'In Dispute'), or when they have been designated as the item's 'Final Approver' (when the item's status is 'Ready to Close') or designated as the item's 'Deficiency Item Manager'.
4 Users with 'Read Only' permissions can perform this action if they have been granted the granular permission “Respond to Deficiency Items Assigned to Users within the Same Company.”
5 Users with 'Standard' and 'Read Only' permissions can only view non-private deficiency list items after they have been sent to the Assignee.
6 Users with 'Standard' permissions can only perform this action for items they created.
7 This task also requires 'Admin' permissions on the project's Admin tool and 'Standard' permissions on the project's Directory tool.
Below are the notable changes to the project's Deficiency List tool.
Recent Changes
No recent notable changes.