ConstructionOnline Newsroom

ConstructionOnline™ Publish Report for the Week of November 11, 2024

Written by UDA Corporate Newsroom | November 11, 2024

Engineered to provide the industry’s best ROI, the ConstructionOnline Team continually invests in the success of UDA's clients by releasing regular updates & new features to the award-winning construction management software, including - 

SCHEDULING

  • Introduced an Excel Export for Multi-Project Scheduling. The Excel file includes all Company Projects with existing Schedules and valuable data points, including Start Date, End Date, Workdays, Percent Complete, Previous Milestone, Next Milestone, Key Roles, and more. 
  • Added a new Empty View for the Milestone Timeline blade. 

DAILY LOGGING

Added a new Log Actions menu to Daily Log cards. The Log Actions menu gives users the access to -

  • View Log Details
  •  Edit
  •  Duplicate
  • Delete

CHANGE ORDERS

  • Expanded Line Item Entry for Multi-Line Change Order, so that Line Items now include the “Description” fields. Line Item Descriptions display in the Line Item Table and on Change Order Reports; Line Item Descriptions do not impact Change Order integration with QuickBooks and are not sent over as part of the integration process. 
  • Updated Export to Excel for Reference option available for Change Orders to ensure that all available Change Order data is successfully included in the exported file. 

TO DOS

  • Verified that Editing a Schedule Task does not impact any To Dos linked to the task via ConstructionOnline’s SmartLink™ technology.
  • Updated action logs saved to the Company History Log to clarify references to Subtasks for To Dos being Created, Updated, or Deleted. 

CLIENTLINK™ / TEAMLINK™ PORTAL

Verified that access to the ClientLink and/or TeamLink Portal accurately aligned with current subscription packages. 

  • ConstructionOnline™ LT includes access to the ClientLink Portal
  • All Residential subscriptions include access to ClientLink and TeamLink Portals 
  • All Commercial subscriptions include access to ClientLink and Team Link Portals
  • All Multi-Family subscriptions include access to ClientLink and Team Link Portals 
  • All Specialty & Sub subscriptions do not include access to ClientLink or TeamLink Portal 
  • Add-On Options for ClientLink and/or TeamLink Portals are available for subscriptions that do not include access by default. 

LEAD TRACKING

Verified that the “Delete” option available within Lead Details for any Lead, and that it consistently and effectively removes the Lead from the system. 

REPORTING

Estimate vs. Invoiced Report now includes the corrected Invoiced values for Change Orders linked to Estimate Subcategories.

CO™ MOBILE APP

Enabled mobile access to GamePlan™ Task Lists for TeamLink Users.