Empowering construction teams with the best technology, the ConstructionOnline Team continues to roll out updates and enhancements to the industry-leading project management software, delivering greater efficiency, speed, and functionality. Recent developments include –
CHANGE ORDERS
- Added new “Description” field for Line Items included on Multi-Line Change Orders. This field displays alongside Change Order Line Items in appropriate table views and reports.
- For accounts integrated with QuickBooks™ or QuickBooks™ Online, please note that the “Description” field is omitted when a Change Order is sent from ConstructionOnline to QuickBooks or QuickBooks Online. This is to prevent any impact to existing Change Order integration.
- Option to Export Change Orders for Reference is consistently successful, specifically when all Change Orders and associated Line Items are selected to be included in the export.
DAILY LOGGING
- Introduced new “Log Actions” menu, accessible from Daily Log cards displayed within the “Day” view for Logging.
- Clicking the “Log Actions” button opens the Log Actions menu, which includes -
- View Log Details: Opens read-only modal displaying the complete log entry and all associated details
- Edit: Exclusively accessible for log entries that have yet to be marked as "Complete." Opens the "Edit [Log Type]" modal so that the user may modify the log entry.
- Duplicate: Opens the "Copy [Log Type]" modal so that the user may make any necessary modifications before saving the new, duplicated log entry.
- Delete: Exclusively accessible for log entries that have yet to be marked as "Complete." Triggers a secondary confirmation requiring the user to acknowledge that they do wish to "Delete Log."
- When a log entry has been marked as "Complete," only the options to View Log Details or Duplicate will be available.
SCHEDULING
- Option to “Export to Excel” has been added for TrueVision™ Multi-Project Scheduling. The export file includes the Multi-Project Schedule Table and the details of all existing Schedule Baselines.
- Updated the empty view for Milestone Timelines in OnPlan™ Project Schedules to notify the user when/if there is no data available to populate the Milestone Timeline.
- Confirmed that To Dos that are linked to a Schedule Task are appropriately displayed in all instances, specifically following any edits to the related Schedule Task.
TO DOS
- Updated the Company History Log events related to Subtasks for To Dos to ensure clarity when a To Do Subtask is created, updated, and/or deleted.
LEAD TRACKING
- Evaluated options for deleting Leads to ensure the effectiveness of all available pathways, including options available specifically within the Lead Details modal.
COMPANY REPORTING
- Verified that the Estimate vs. Invoiced Report consistently includes the correct Invoiced values for Change Orders linked to Estimate Subcategories.
CLIENTLINK™ / TEAMLINK™
- ConstructionOnline Accounts on a subscription tier that does not include ClientLink and/or TeamLink features will no longer be able to access portal-related options. Those users will find that the following options have been disabled and/or redirected:
- Option within Contacts to “Convert to ClientLink” or “Convert to TeamLink”
- Option within Contacts to “Add Contact to Projects”
- Options within Projects and Contacts to “Manage Global [ClientLink or TeamLink] Permissions”
- Options within Projects and Contacts to “Preview Portal” or “Manage Permissions”
- Options for managing ClientLink and/or TeamLink Contacts within Projects and Project Templates
CO™ MOBILE
- TeamLink™ Users can now access GamePlan™ from the mobile application, enabling subcontractors with the ability to access and update assigned Calendar Events, Schedule Tasks, To Dos, Punch List Items, Checklist Items, and RFIs with ease and efficiency from a single, convenient mobile view.