UDA continues to invest in the speed & stability of ConstructionOnline™ with regular updates, enhancements, and new features added to the award-winning construction management platform, including -
MEETING MINUTES
- Exciting new capabilities released for the Meeting Minutes feature!
- Added report print options for Meeting Agendas and Meeting Minutes.
- The available print option depends on the active Meeting Mode, displaying as either "Print Agenda" or "Print Minutes" accordingly.
- Broadened Integrations so that Meeting Minutes connects seamlessly with existing ConstructionOnline tools:
- Calendars: Meetings appear on both Company and associated Project Calendars.
- My Agenda View: A widget for Meeting Minutes has been added to My Agenda, and meetings are now visible within the Calendar widget.
- Company History Log: All meeting activity—creation, edits, and deletions—is now logged in the Company History Log.
- Contact Activity Timeline: Meetings are recorded in the "Contact Activity" timeline when the Contact is included as an invited attendee.
- Project Timeline: Meetings are displayed within the "Project Timeline" for their linked Projects.
- Expanded Action Item Tools to allow users to:
- Create Action Items directly from the "Meeting Action Items" section.
- Manage Action Items using the new "Action Items" tab in the "Meeting Details" extension blade.
- Introduced a duplicate option allowing users to easily duplicate an existing meeting directly from their Meetings List.
- Added report print options for Meeting Agendas and Meeting Minutes.
- Ensured that scheduled meeting times correctly display for all time zones.
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DAILY LOGGING
- Daily Logging Reports correctly generate in all expected instances—including specifically when older (legacy) data is included.
- Users can adjust the Log Date when creating or duplicating entries from Manpower and Scheduled Resources Logs.
- If the new date does not contain the same Schedule Tasks with the same selected resources, ConstructionOnline will require double verification to complete the change:
- Confirming keeps the selected resources but removes any linked Schedule Tasks that don't exist on the new date.
- Canceling preserves the original date and all linked Tasks.
- If the new date does not contain the same Schedule Tasks with the same selected resources, ConstructionOnline will require double verification to complete the change:
DOCUSIGN™ INTEGRATION
- Sending a report to Docusign no longer impacts Project's File visibility.
- Docusign envelope processing no longer impacts the loading and/or visibility of Company Files.
INVOICING
- Removing Line Items from a made-from-scratch invoice accurately updates and saves as expected.
- Editing and saving invoices without modifying Line Items no longer creates duplicate Items.
ONCOST™ PURCHASING
- Improved handling of payments and bills involving deactivated or deleted QuickBooks Online (QBO) vendors:
- Vendor fields are no longer locked during bill or payment creation for Purchase Orders linked to deactivated QBO vendors.
- When sending bills or payments to QBO for deactivated vendors, users receive a prompt to reactivate the vendor or confirm sending without linking to the Purchase Order.
- Popup sequences trigger appropriately based on user choices around sending intermediate bills and related objects to QBO, ensuring clarity and control over document linking.
REDLINE™
- Sorting by Date Uploaded correctly orders all sheets in the current set, including those with revisions, ensuring accurate sorting even when sheets have multiple upload dates.
- Quotation marks in Project names no longer disrupt ConstructionOnline from sending download emails for Redline Plans.
COMPANY REPORTING
- Report tables load immediately upon Work Order Report creation, automatically and without user intervention.
- Editing reports in the report editing (TXEditor) window works as intended, enabling users to make changes smoothly.
RFIs
- Improved the RFI "Export to Excel" option to apply the same filters set in the RFI List, ensuring exported RFIs exactly match the user's view in ConstructionOnline.
WARRANTY TRACKING
- Verified that Warranty Status and Warranty Start Date fields display correctly when creating or editing warranties, allowing users to set these details accurately.
- ClientLink and TeamLink Settings correctly control warranty visibility in the portal for their respective users.