ConstructionOnline Newsroom

ConstructionOnline™ Publish Report for the Week of June 12, 2023

Written by UDA Corporate Newsroom | June 12, 2023

UDA Technologies 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 -

ONPOINT™ PROPOSALS 

  • Added ability to save Proposal Presets within the OnPoint™ Proposal Wizard 
    • Users can find the new “Apply Proposal Preset” dropdown menu at the top of the Proposal Wizard 
      • This dropdown includes a list of any applicable custom report templates previously saved 
      • Please note: Proposal Presets can only be applied to Estimates of the same Estimate Type and Level (for example: 2-Level 5-Column Proposal Presets can only be applied to 2-Level 5-Column Estimates)
    • Modifying any settings within the OnPoint Proposal Wizard now triggers additional controls at the bottom of the Wizard in which users can:
      • Save Changes as a New Preset - Adds the settings as a custom Proposal Preset which will appear in the “Apply Proposal Preset” dropdown
      • Save Changes to the Current Preset - Appears if modifications have been made with a Proposal Preset applied in the Wizard
      • Undo Changes -  Reverts Proposal settings to the default Proposal settings and will clear out any applied Proposal Presets
      • New Presets can also be created from the current settings by clicking the (+) Add New Preset From Current Settings button under the Apply Proposal Preset dropdown
    • The gear icon located to the right of the “Apply Proposal Preset” title allows users to manage their Company’s Proposal Presets 
      • By right-clicking on the Proposal Preset within the Manage Proposal Presets modal, users can choose to: 
        • Apply the Proposal Preset (This option only appears for Presets compatible with the currently selected Estimate) 
        • Rename the Proposal Preset
        • Duplicate the Proposal Preset 
        • Delete the Proposal Preset
  • Added additional settings controls to the OnPoint™ Proposal Wizard including - 
    • Custom Report Title Fields
      • Document Title
      • Document Subtitle 
    • Custom Resource Fields
      • Client Text: Users can customize the field’s title; ConstructionOnline populates the primary ClientLink User and their address to the report 
      • Contractor Text: Users can customize the field’s title; ConstructionOnline populates the Company Name and address to the report 
      • Project Text: Users can customize the field’s title; ConstructionOnline populates the Project Name and address to the report
      • Show Project Number: If enabled, ConstructionOnline will populate the Project Number on the report 
    • Document Styling Options: Users can customize the labels for the following categories under the Table Header & Total Labels section 
      • Estimate Proposal
      • Allowances
      • Company Overhead & Margin
      • Project Total
      • Class Totals
      • Estimate Subtotal:
      • Allowance Total:
      • Company Overhead and Margin Total:
      • Grand Total:
    • Signature Block Settings
      • Users can customize the Signature Block Header Label, Signature Text, and number of Signature Rows and their labels 

CLIENT SELECTIONS

  • Added three-dot action menus to Category and Selection header rows in the Selections Details pane

REPORTS 

  • Updated system logic so that Company Files now appears as a target destination when saving reports to ConstructionOnline™ from the TXEditor 

TRUEVISION™ BUSINESS INTELLIGENCE 

  • Confirmed that Non-Admin Company Users with “Can View” Schedule permissions cannot create Schedules within Multi-Project Scheduling 

REDLINE™

  • Verified that set names with an “!” as the leading character are included in Current Set Reports

CO™ MOBILE APP 

  • Restored ability to access Redline Callouts from the CO™ Mobile App