To keep ConstructionOnline™ at the forefront of the construction management industry, innovation never stops at UDA Technologies. This week's release introduces Tags for Daily Logs and Files & Photos, expanded Schedule Excel Exports, and targeted improvements across Company Reporting, Opportunities, and more.
ONPLAN™ SCHEDULING
- The Schedule Excel Export has been expanded with enhanced filtering options and greater column control, giving construction teams more flexibility in how schedule data is captured and shared.
- The export modal now pre-populates with any filters actively applied in the Scheduling feature at the time of export, saving time on manual setup.
- New filter options include Resource, Status, Trade, Priority, Task Type, Tags, Type, Key Role, Completion Status, and Date Range.
- Column visibility now defaults to each user's saved Schedule List View settings, with options to include or exclude fields such as Baseline Start/End, Projected Man-Hrs, Cost Code, Task Notes, Field Notes, Sub Notes, and more.
- Schedule and Baseline sections now stack vertically, providing more horizontal space to display full project and schedule names.
TAGS
- Tags can now be applied to Daily Logs and Files & Photos, expanding ConstructionOnline's custom labeling capabilities across project management and document storage.
CONTACT MANAGEMENT
- Non-Admin Company Users added to projects from the Projects tab of their Contact Details are now assigned with accurate global permissions and current project associations.
COSTBOOKS
- Costbooks can now be created directly from Opportunity Estimates, giving construction teams a faster path from early cost planning to a fully structured Costbook.
FILES
- Converting a user between TeamLink™ and ClientLink™ now updates the associated Files folder to reflect the user's new Contact type.
- Duplicating a project now consistently replicates the associated files and folder structure, preserving organization across the new project.
- Enhanced file handling delivers faster, more secure file access across accounts.
MEETING MINUTES
- Meetings now include a Transcript field, providing a dedicated space to save and reference meeting discussions directly within ConstructionOnline.
OPPORTUNITIES
- The Opportunity Overview table now displays the Opportunity Number, making Opportunities easier to identify and reference at a glance.
COMPANY PROJECTS
- Project Search now remembers previous search terms, saving time and streamlining project navigation.
PROJECT HEALTH
- The Time Tracking widget within Project Health now loads consistently for improved dashboard reliability.
PUBLIC PROFILE
- The Lead Capture form now correctly sends notifications upon lead creation, supporting faster follow-up and more consistent sales workflows.
ONCOST™ PURCHASING
- Bill and Payment calculations now handle rounding with greater precision, ensuring fully paid Bills are accurately reflected as paid.
REDLINE™ PLANROOM
- Markup now prints in the correct position on Redline Sheets for accurate and reliable plan output.
COMPANY REPORTING
- The Opportunity Overview Report has been expanded with new filtering options and an improved layout, giving users greater control over how Opportunity data is viewed and analyzed.
- New filters include Related Lead, Office, Region, Division, and Tags.
- Report Options have been reorganized for a cleaner, more intuitive experience, with refined spacing and updated styling.
RFIs
- The RFI list now loads reliably across all projects, including projects with RFIs authored by users who are no longer active within the company.
TIME TRACKING
- Users now appear only once within the Time Tracking Resource filter, supporting more precise time data filtering.
TO DOs
- A Created By column has been added to To Dos, giving teams greater visibility into task ownership across projects.
- To Dos created from a Project Template now inherit the original creator as designated within the template, preserving accurate assignments and private To Do visibility.
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