Creating a Visual Punchlist from a Matterport Space

Documenting what’s been built is only the first step. The next task is verifying that it’s being done correctly, and identifying what needs to be fixed​ in a punchlist style format.

A key advantage to a Matterport Space is that the stakeholder performing the verification can create a punchlist remotely without actually going on-site​.

For the person who’ll be fixing the issues (crossing off what's on the punchlist), the immersive and visual nature of a Matterport Space makes it easy to see exactly where the issue is. 

Here's an example of a visual punchlist:

You can easily create a visual punchlist with Matterport. Another option is to create your punchlist in other software and then link directly to a specific location in the Matterport Space where you see the issue. Learn more.

 

Add Mattertag™ Post​s to Your Space

Each item on your visual punchlist is a tag called a Mattertag™ Post​ that is visible in 3D Showcase (the web player).

To create these tags, you will first need a collaborator account in Matterport Cloud (my.matterport.com) with editor access to the Space.​ This is so you can open Workshop, create the tags, and then publish your changes.

First, ask your account admin to invite you as a collaborator and grant you access to that specific space. Learn more.

Next, open my.matterport.com and find the space that you want to tag. Scroll down below 3D Showcase and launch Workshop. Make sure you open Workshop from a computer or a laptop (not a phone or tablet).

open-workshop.png

Navigate through the 3D Space until you find something you want to tag. Click and drag on the visuals to pan your view. Click to move to a different scan position. This navigation is the same as normal 3D Showcase.

When you find something to add to your punchlist, click on the Mattertag icon

mattertag-post.png

The tag (a blue and white bullseye) along with its white stem will appear on screen. Move your mouse until the tag is in the correct spot and then click to place it.

place-the-mattertag-post.png

Your tag is actually connected to the 3D mesh underlying the space and not the 2D visual panorama. The 3D mesh is what you see in the blurry circle at the base of the stem.

Some wiring and pipes may be too small to contribute to the 3D mesh, so you cannot place the tag directly on them. However, you can always put the tag close enough and lengthen the stem to point out the issue.

Once the tag is placed, you can move it by clicking and dragging the crosshair.

tag-placed-now-edit.png

On the side bar, give your tag a title and a short description. We suggest the title be the ticket number (or however else you track issues) and the description the issue that needs to be fixed. Click Done when you are finished.

Add as many Mattertag Posts as you like. Remember to click Publish when you are done.

 

Optional: Change to a different color (red, orange, yellow, green, blue, or violet) depending on:

  • Type/category of issue
  • Severity of issue
  • Any criteria you and your organization determine

color-of-mtag-post.png

Optional: Your Mattertag can also include an external link. External links can go to:

  • Online project management systems such as Procore
  • Other CAFM software
  • External resources (extended documentation)
  • Other Matterport Spaces

Click the link icon in the description box. Type in your link text and then paste the link. 

add-link-to-tag.png

Optional: You can also include multimedia such as pictures, videos, music, and more to your tags.

Just copy and paste the link to the Media text box. Learn more about Multimedia Mattertag Posts.

 

View your Visual Punchlist

Your visual punchlist is visible in 3D Showcase (web player). Just open the space and explore as normal.

Remember, if your space is set to Public then anyone who knows the link can explore it. If you set your space to Private, then only users who are logged in to Matterport Cloud (my.matterport.com) and have at least view-only access to the space can explore.

Tip: Switch to Floorplan View to see all your tags at a glance.

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