ConstructionOnline’s power, speed, and vision are made possible by UDA’s dedication to resolving client requests, enhancing existing features routinely, and introducing new tools often. This cycle’s publish includes -
FINANCIAL REPORTS
- Added Export Estimate Breakdown to Excel option which generates an Excel summary of item stages, types, grouping phases, and more
- This new Excel Export is similar to the Estimate Units Report, but designed specifically for breaking down Custom Value columns in an Excel file.
- Within the "Create Estimate Breakdown Export" modal, Company Users can choose from the following options:
- Estimate - Users can choose any three-level Project Estimate
- If generating the export within a Project, the current Project Estimate will be selected by default
- Custom Value for Breakdown - "All" is selected by default
- All
- Room
- Phase
- Stage
- Trade
- Type
- Group
- Floor
- Building
- If choosing a specific Custom Value, the export can be further broken down by “All” values related to that Custom Value category, or individual values. For example, if choosing “Room”, the export could be further filtered by “Master,” “Kitchen,” “Living Room,” “Bedroom,” etc.
- Columns to Include - All columns are selected by default
- Quantity
- Adjusted Quantity
- Unit Cost
- Base Cost
- Markup Total
- Tax Total
- Contract Price
- Actuals
- Invoiced Amounts
- To Be Invoiced
- Paid
- To Be Paid
- Committed
- Profit %
- Export Options - Exclude rows with no value
- This option is deselected by default.
CHECKLISTS
- Added the ability to order and filter the Print Checklist Report by Item Room/Location
MESSAGES
- Added the ability to select/highlight text within Messages for the purpose of copying and pasting
- Confirmed Messages can be created from Message Templates in all instances
ONPLAN™ SCHEDULING
- Added Lead / Lag time onset modifiers (+/- days) for Schedule Tasks on printed Schedules
NOTIFICATIONS
- Updated system logic so that ClientLink™ and TeamLink™ Users will now receive Activity Summary Reports when their notification frequency is set to “Every Two Hours”, “Every Four Hours”, or “Once Daily”
- Verified ClientLink and TeamLink notification settings are congruent between the Project Portal and ConstructionOnline
COMPANY HISTORY LOG
- Ensured all Tax Type/Subtype related log entries display accurately in all instances
COMPANY COST CODES
- Verified Cost Codes can be deleted successfully in all instances
OPPORTUNITIES
- Ensured filtering the Opportunity table by Date also filters the Opportunity Excel Export by the same timeframe
REDLINE™
- Confirmed that new sheets created via Google Maps import based on the view selected (Map or Satellite)
INSURANCE & CERTIFICATE TRACKING
- Updated phrasing for Expiration Tracker popover text to provide additional clarity
PERMIT TRACKING
- Updated phrasing for Expiration Tracker popover text to provide additional clarity
CO™ MOBILE APP
- Added a new empty view for Redline that directs users to upload and review plans on the desktop version of ConstructionOnline
- Confirmed ClientLink Users with permission to view Change Orders can do so from the Mobile App
- Improved legibility of text when creating a new Message by darkening font
- Verified that when viewing a Redline Sheet, the sheet navigation arrows do not interfere with any other default mobile navigation controls
- Removed the back button at the top of the Client Selections empty view