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ConstructionOnline Publish Notes for the Week of June 21, 2021



UDA Technologies continues to invest in the growth and stability of ConstructionOnline™ with new features and enhancements, including - 

TRUEVISION™ PROFIT REPORT
  •  Report calculates Work in Progress (WIP) financials and project profitability data
  •  Report is available from Company Scorecard & Reporting (Financial Reports) and Project Financial Reports
  •  Report is made up of 3 sheets:
    •  Summary, which includes Original Contract Price, Current Totals, Estimated Gross Profit, and Actual Gross Profit
    •  Details, which includes Original Contract Price, Current Contract Price, Current Cost Basis, Actuals to Date, Remaining Job Cost Budget, Adjustments, Predicted Cost to Complete, Best Estimate of Job Costs, Estimate Gross Profit, Estimate Gross Profit Percent, Actual Gross Profit, Actual Gross Profit Percent, Estimate Variance, Billing, Remaining Contract Value, Remaining Costs, and Working Capital in Backlog. 
    •  Definitions, which includes an explanation of how each value from Summary & Details sections is calculated. 
  •  Each section of the spreadsheet includes comments for how the values are calculated. 
  •  TrueVision™ Profit Tracking displays project profit data on the sub-left sidebar navigation of the Project Overview
CLIENTLINK™ & TEAMLINK™ CONTACTS
  •  Optimized Contact Details to disregard unicode characters in the instance unicode characters are populated to the Contact Email Address field
CHECKLISTS
  •  Aligned right-click menus for Checklists contained in Folders
ESTIMATE TEMPLATES
  •  Cost Codes are retained when creating a new Estimate Template from any other Estimate Template
LEAD TRACKING
  •  Optimized navigation options available via Lead Details Timeline
  •  Lead Tracking form on Public Profile updated to include fields for Street Address, City, State, and Postal Code. 
OPPORTUNITIES
  •  Streamlined population of Opportunities to Opportunity Overview Report in the instance multiple Leads are attached to a single Opportunity
  •  Optimized creation of Opportunities from Project Templates, specifically as related to Project Teams
CONTACTS
  •  Edits to a Contact's Private Details from the Project Team tab display immediately without any need for browser refresh. 
FILES & PHOTOS
  •  The Upload To command has been added to the right-click menu for Albums when accessed from the Files tab

SEE ALL LATEST NEWS

Topics: Publish Notes

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