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Procore

Edit a Project Level Deficiency List Template

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Objective

To edit a Deficiency List template at the Project level. 

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the project's Deficiency List tool.
  • Additional Information:
    • Deficiency List item templates deactivated at the Project level will still be available on other projects and at the Company level.
    • If no Deficiency Item Manager has been defined on a Deficiency List template, Procore will default to the Deficiency Item Manager selected in your Deficiency List tool's Configure Settings. See Configure Advanced Settings: Deficiency List.

Steps

  1. Navigate to the project's Deficiency List tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Deficiency List Templates.
  4. Scroll to the template you want to edit.
  5. Click into an editable field to modify the desired information. For more information on these fields and their descriptions, see Create a Project Level Deficiency Item Template.
    Your changes are automatically saved.