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ConstructionOnline™ Publish Report for the Week of January 23, 2023

ConstructionOnline™ Publish Report for the Week of January 23, 2023

Committed to strengthening the features & functionality of ConstructionOnline™, UDA Technologies routinely releases regular updates, enhancements, and new tools to the award-winning construction management software. Recent additions include - 

REDLINE™ PLANROOM

  • Added option to notify the Project Team when Redline™ Plans are uploaded
    • The “Upload Plans” process for Redline™ now includes seven steps 
    • Step #7 includes the option to select Project Team members for notification
      • All Project Team members are selected by default
      • Company Users can opt to publish the sheets and send email notifications or publish the sheets without sending notifications
      • If selected, the Project Team email notification includes a link to the Redline™ Sheets
        • Email notifications set to ClientLink™ and TeamLink™ Users will not include a link to the Redline™ Sheets if the User does not have permission to view Redline™ Sheets
        • The email notification’s “From” field will populate with the Display Name of the User who uploaded the Sheets followed by "via ConstructionOnline"

REPORTS

  • Users can now create Change Order Purchase Orders without a Project Estimate 
  • Added options to include Item Images and/or Descriptions on Selection Purchase Orders
    • Options can be found by navigating to Financials > Financial Reports > Selections Report > Selection Purchase Order
      • Within the Details tab, options for including Item Descriptions and Item Images are located underneath Report Options
        • If the Include Item Descriptions option is enabled, the report will display Descriptions for Items that have Descriptions included
          • Descriptions will populate on a secondary row under the related Item
        • If the Include Item Images option is enabled, the report will display images for Items that have image attachments
          • Images will populate on a secondary row under the related Item
          • This option is disabled for two-level Estimates
  • Added option to Include Item Images on the Estimating Purchase Order report

OPPORTUNITIES 

  • Ensured the Opportunities table sorts by date in every instance 

CLIENTLINK™ / TEAMLINK™ PORTAL

  • Confirmed that ClientLink™ Users who have Daily Logging permissions disabled do not receive notifications regarding Daily Logs being created or edited 

ONPLAN™ SCHEDULING

  • Ensured relevant Contacts receive notifications when assigned as a Task Resource as well as when when an assigned Task is marked as “Completed”

COMPANY OVERVIEW

  • Verified users can access the Custom Value Settings modals from the Log Details modal when using the Company Overview Daily Logging feature

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Topics: Weekly Publish Reports