Smart Contractor
Punch List Report

To print the Punch List report, click on Reports in the shortcut menu, then click on Job Listing Reports, then click on Punch List.

Punch Lists can be printed with the items grouped by Job Phase, by job section, by item structure (with the items arranged in the structure used in the Edit Job Estimate form), or by CSI Division.

The Punch List report request form has the following prompts:

Include Incomplete Items:
Check to include items whose status is not set to "Completed" (in the Job Progress form). Otherwise, the report will only list items with the Punch List Item: option checked in the Edit Estimate form.
Print By:
Select the order in which the job items should be grouped and printed:
  • Job Phase - prints job items grouped by Job Phase. Job Phases are sequenced by the CPM schedule model currently selected in the Schedule Setup form. If the job is set to not use CPM scheduling (schedule model = "Not CPM Scheduling"), then the Job Phases will be sequenced by the "New Construction" schedule model.
  • Job Section - prints job items grouped by job section. Items are grouped by Job Phase within each job section.
  • CSI Code - prints job items grouped by CSI code. CSI codes are defined in the Setup CSI Code form, and you assign them to items in the Setup Job Phase form.
Summarize By Job Phase
Check this box to display totals by Job Phases only.
Display Item Resources
Check this box to display resources that are assigned to job items. You select scheduled resources in the prompt for Resource in the Edit Job Estimate form. The item resources will appear on the line below each job item.
Display Item Journal Notes
Check this box to display job item journal notes that you enter in the Miscellaneous Tab of the Edit Job Estimate form. The job item journal notes will appear on the line below each job item.
View button
Click View to view a print image of the report. This will display the report viewer form.
Print button
Click Print to print the report.
Exit button
Click Exit to close the Punch List request form.


The Punch List report has the following columns:

Job Item
The name of the job item. If you checked Include Job Item Journal Notes, the next line will print the job item journal notes that you enter in the Miscellaneous Tab of the Job Edit Job Estimate form.
Count
The job item count.
Unit
The job item count unit.
Cost/Unit
The job item cost per unit.
M.U.% (Markup Percent)

The markup percent. The job item markup percent is entered in the "miscellaneous" tab of the Job Edit Job Estimate form, and is in addition to the job markup percent. The job markup percent is entered in the Job entry form.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("markup").
Total

The Total column displays the item total. This includes the item markup percent, and excludes the job markup percent.



Separate Cost Categories

If you estimate item costs separately by cost category for an item, then separate lines will be printed directly below that item for each cost category estimated. See How Do I... Track Job Costs for information.


The Punch List report has the following totals:

Job Total
The Job Total section includes these total lines:

  • Job Subtotal - the sum of all of the item amounts, before markup.
  • Markups - the markup amounts for each cost category based on markup percents (entered in the Edit Job form, or the Edit Estimate form).
  • Finance Charge.
  • Job Total - the sum of the previous lines.