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Procore

Edit a Deficiency Item Template Category at the Project Level

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Objective

To edit a deficiency item template category at the Project level.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Deficiency List tool.
  • Additional Information:
    • Categories are only created for organizational purposes when managing and creating Deficiency List Templates. They will not affect how your Deficiency List tool is organized.
    • Any templates or categories created at the Company level will have a key icon next to them.
    • Any categories edited at the Project level will be only updated on that specific Project.

Steps

  1. Navigate to the project's Deficiency List tool.
  2. Click Configure Deficiency List settings.
  3. Click Deficiency List Templates.
  4. Locate the category or template that you want to edit.
  5. Click the title of the template or make your changes using the bulk edit drop-down menus.
  6. Edit the information as needed.
  7. Click outside of the text field to save your changes.