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ConstructionOnline™ Publish Report for the Week of October 7, 2024

ConstructionOnline™ Publish Report for the Week of October 7, 2024

Engineered to provide the industry’s best ROI, UDA continually invests in its clients success through regular updates & new features added to the award-winning construction management software, including - 

ONPLAN™ SCHEDULING 

  • Updated the sequence and styling for Scheduling Delays
    • Scheduling Delays now show on the Gantt Chart upon creation
      • The Delay icon displayed on the Gantt Chart shows the Delay Reason and any related Notes.
      • Clicking on the Delay icon highlights the Delay and allows it to be edited.
      • When editing a Delay, intersecting Schedule Tasks shift to accommodate for the Delay.
      • Delays can also be deleted from the Gantt Chart, and ConstructionOnline will automatically shift impacted Schedule Tasks back to their original state.
    • Scheduling Delays now show on the Milestone Dashboard and within the following views - 
      • Calendar Day View
      • Calendar Week View
      • Calendar Month View 
      • Calendar Year View
      • Calendar Agenda View
      • Calendar ‘Search’ View 

CO™ MOBILE APP

  • Added a new Notifications Center to the mobile application that displays all current notifications which can be filtered by feature type and/or cleared
    • Additionally, settings have been added that allow users to select which CO features send notifications.

ONCOST™ ESTIMATING

  • Added a navigational element to the Estimate sheet ribbon next to “Project Totals” that lists all Estimate sheets aimed at improving the usability of OnCost Estimating by allowing users to navigate to the sheet of their choice without having to horizontally scroll through the sheet ribbon
  • Confirmed importing an Estimate from Excel from the Estimate empty state is successful in all instances

PERMISSIONS

  • Ensured profitability data is hidden from Non-Admin Company Users (NACUs) that do not have the “...can access Profitability information and generate reports” permissions option enabled. NACUs with the permission enabled will be able to view the following data - 
    • Within the Company Projects table, users will see 
      • Remaining Job Cost Budget
      • Estimated Gross Profit Value 
      • Estimated Gross Profit Percentage 
    • Within the Project Health Scorecard, users will see 
      • Financials > Overages
      • Financials > Remaining Budget 
      • Financials > Actual Gross Profit 
      • Project Scorecard Settings 
    • Within the Project Health tab of a Project, users will see 
      • Financials > Adjusted Cost 
      • Financials > Remaining Budget 
      • Financials > Overages 
      • Financials > Actual Gross Profit 
      • Financials > Over/Under Budget Settings
    • Within a Project’s Overview, users will be able to see the TrueVision™ Profit Tracking widget 
    • Within an Opportunity, users will see 
      • Estimated Gross Profit
      • Estimated Gross Profit Percentage 
  • Verified NACUs cannot create new Company Users. Creating new Company Users (and setting permissions) is intentionally restricted to Company Administrators only 

CONTACTS

  • Added the ability to create GamePlans from the Contact Details modal
  • Ensured the ‘Search’ function for Contacts is successful in all instances
  • Confirmed Project Portal invitations successfully generate when a resend is initiated

FILES & PHOTOS

  • Updated system logic so that video files now display preview thumbnails instead of a generic video icon for compatible files 
    • ConstructionOnline supports the following video file types - 
      • .WEBM
      • .MOV
      • .MP4

COMPANY PROJECTS

  • Confirmed the Company Project table displays the respective currency for each Project
    • If multiple types of currency are assigned, the table will display separate Totals and Averages rows for each currency type

CHANGE ORDERS 

  • Verified the absence of any value in the Change Number field does not impact the export to Excel process

INVOICING

  • Ensured Invoices load at both the Company and Project level
  • Verified that deleting Change Orders, Client Selections, or Estimate Line Items that appear on previously paid Invoices does not delete their corresponding Invoice Item
    • Established safeguards to prevent users from deleting elements that appear on paid Invoices 

NAVIGATION

  • Updated system logic so that custom value option menus remain open until the user has either selected a value or clicked away to dismiss the menu

CLIENTLINK™ / TEAMLINK™ PORTAL 

  • Confirmed TeamLink Users can mark Punch List Items as complete in an isolated instance
  • Verified ClientLink Users do not have the ability to create Invoices 

ONCOST™ PURCHASING

  • Ensured that ordering the Purchasing table within Company Overview > Financials by Project does not affect other Purchasing dynamic tables at the Project level

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Topics: Weekly Publish Reports