To deliver the latest cutting-edge capabilities and continue driving innovation across the construction industry, UDA Technologies regularly introduces meaningful updates to ConstructionOnline™. This week's release introduces the Companies Export to Excel, TeamLink™ Portal uploads for Redline™ Planroom, and Takeoff Measurement Templates, along with updates across OnCost™ Estimating, Company Reporting, Daily Logging, and more.
CONTACTS & COMPANIES
- Companies can now be exported directly to Excel from the Companies table, giving construction teams greater flexibility in how they manage, analyze, and share company directory information.
- The exported list reflects the current sort and filter settings applied to the Companies table, ensuring export results mirror what is displayed within ConstructionOnline.
REDLINE™ PLANROOM
- TeamLink Users can now upload Redline Sheets directly from the Portal, expanding subcontractor collaboration and giving project teams greater control over plan management.
- New Redline Planroom permissions within TeamLink Settings include the following options:
- Upload Documents — Allows users to upload documents to Redline Planroom, with additional options to create new Version Sets and publish documents.
- Version Sets — Allows users to create new Version Sets and manage to Versions they have created.
- Publish Documents — Allows users to publish uploaded documents and access those documents within the Publish Log.
- ClientLink™ and TeamLink Users can now compare Redline Sheet revisions directly from the Portal, giving project teams greater visibility into plan changes across the lifecycle of a project.
REDLINE™ TAKEOFF
- Takeoff Measurement Templates are now available for Redline Takeoff in ConstructionOnline, giving teams a faster, more consistent approach to Takeoff setup and sheet markup.
- Takeoff Measurement Templates can be created from the Templates section of the Company Overview or from the Takeoff feature within individual projects.
- When starting a new Takeoff, users now have the option to select Create Takeoff from Template, reducing setup time for frequently used measurement types and workflows.
CHANGE ORDERS
- Negative Line Item Markups display consistently and accurately in Change Order Contracts, supporting reliable financial calculations.
COSTBOOKS
- Costbook exports to Excel via the Export for Import option now include all available columns, ensuring every export captures Costbook data with completion.
DAILY LOGGING
- Daily Logging Photostream images now download in the appropriate file format, delivering photo files that are immediately accessible and ready to use upon download.
ONCOST™ ESTIMATING
- Change Orders can now be edited directly from the Change Order sheet within Estimating, supporting a seamless financial management workflow evolving projects.
- The Estimate Excel Export for Reference has been updated with improved data display across exported results.
- The Classification column is now included in exports when visible in the user's current estimate view settings, with classifications populated at the appropriate level based on the estimate type.
- 3-Level Estimates — Item level
- 2-Level Estimates — Subcategory level
- 5-Level Estimates — No Classification column
- Category descriptions now display on the Category row within the Project Totals sheet, while also remaining available on the Category Total row within individual Category sheets.
COMPANY REPORTING
- Header & Footer Sets now include a field for License Number, allowing companies to incorporate licensing information directly into report headers for a more complete and professional presentation.
- Change Order Descriptions in Change Order Proposals and Contract Reports now display with consistent spacing, delivering a more polished report output.
LEAD TRACKING
- Leads created through the Lead Capture form now record the associated Lead Creation date, ensuring reliable sales tracking from the moment a new Lead enters the pipeline.
MISC
- Project Maps now load and display correctly in all expected instances.
CO™ MOBILE
- QuickBooks Actuals now display within the Estimate Summary view, giving mobile users access to up-to-date project financial data.
- Tags are now accessible within Transmittals, supporting more organized and efficient document management on the go.