ConstructionOnline™ Publish Report for the Week of September 19, 2022

UDA Technologies continues to invest in the speed & stability of ConstructionOnline™ with regular updates, enhancements, and new features added to the award-winning construction project management platform, including -

ESTIMATING

New OnPoint™ Proposal Wizard added to OnCost™ Financial Reports. The new Proposal Wizard allows users to create detailed, comprehensive Proposals with on-the-fly style and content controls. Users can customize Proposals utilizing OnPoint™ Proposal Wizard options like:
- Document Preview: Updates through manual push on the right-hand side of the screen as users select their options
- Detail Settings - Estimate: Automatically selects options for Totals, Tax & Dollar Markup, and Additional Detail Options based on the option chosen from the visibility selector within the Wizard. Estimate visibility options include: Hide Estimate Table; Show Categories Only; Show Categories and Subcategories; Show Categories, Subcategories, and Items; Show Categories and Items; Show Subcategories and Items; & Show Items Only
  - Note that the Categories, Subcategories, and Items; Categories and Items; Subcategories and Items; and Items Only options are only available for 3-Level Estimates
- Detail Settings - Selections: Automatically selects options for Totals and Additional Detail Options based on the option chosen from the visibility selector. Selection visibility options include: Hide Selections Table, Show Categories Only, and Show Categories and Selections.
- Classification and Tax Totals: Choose to include breakdowns of the Classification and Tax Totals
- Company Overhead & Margin: Choose to include Company Overhead & Margin and how it should display on the Proposal
- Unit Cost Decimal Settings: This option is enabled when using the “Prorated throughout contract” Company Overhead & Margin option and allows users to choose how many decimal places show when Tax, Markup, or Company Overhead & Margin are prorated into the Unit Cost and displayed on the Proposal
- Proposal Preparation / Expiration Dates: Users can choose to display and enter specific Preparation and Expiration Dates for the Proposal
- Document Styling Options: Users can customize styling options such as:
  - Table Header & Border Settings including Header Colors, Vertical & Horizontal Borders, and Total Row Color
  - Image Settings if applicable; only available for 3-Level Estimates
  - Document Row Density with options for Standard, Comfortable, or Compressed spacing
  - Portrait or Landscape Document Orientation
- Upper and Lower Default Text Blocks: Users can create, edit, and manage the default text blocks that appear on their proposals within the OnPoint™ Proposal Wizard

COMPANY SETTINGS

New Autonumbering feature now available for Projects and Opportunities
- Project/Opportunity Numbering Settings can be found within the Company Settings
- Project and Opportunity Number Settings are independent of one another, but there are some options within Opportunity Numbers that require Project Numbering to be active
- ConstructionOnline™ can automatically assign numbers to Projects as they are created if the “Use Automatic Numbering” switch is toggled “ON”
  - The Numbering Scheme uses a Mask and a Seed to generate each Project Number
    - The Mask is used to format the number and consists of any combination of characters. It also provides automated fields such as year, month, and day.
    - The Seed is the initial number for the character set that follows the Mask. It is automatically incremented by 1 when a new project is created.
    - Mask Setting + Seed Setting = Project Number
    - A preview of the number can be seen at the bottom of the window.
  - When creating a New Project:
    - If Project Numbering is “OFF,” the Project Number will be left blank.
    - If Project Numbering is “ON,” the Project Number will populate based on the Project Mask and Seed Settings.
- ConstructionOnline™ can also automatically assign numbers to Opportunities as they are created if the “Use Automatic Numbering” switch is toggled “ON”
  - The Numbering Scheme uses a Mask and a Seed to generate each Opportunity Number
    - The Mask and Seed are determined the same way that Project Numbers are determined
    - Mask and Seed Settings for Opportunities are independent from Mask and Seed Settings for Projects
    - There is an option within Opportunity Project Numbering to Mirror Automatic Project Number. If engaged, New Opportunities will generate a Project Number according to the Project Numbering Settings and the Opportunity Number will be set to mirror that Project Number.
    - The Mirror Automatic Project Number option is only enabled when both Project Numbering and Opportunity Numbering are “ON”.
  - When creating a new Opportunity:
    - If Project Numbering is “OFF” and Opportunity Numbering is “ON,” the Project Number will be left blank and the Opportunity Number will populate based on the Opportunity Mask and Seed Settings.
    - If Project Numbering and Opportunity Numbering are both “OFF,” both the Project Number and Opportunity Number will be left blank.
    - If Project Numbering and Opportunity Numbering are both “ON,” the Project Number is left blank and the Opportunity Number will populate based on the Opportunity Mask and Seed Settings.
    - If Project Numbering is “ON” and Opportunity Numbering is “OFF,” both the Project Number and Opportunity Number will be left blank.
  - When converting an Opportunity to a Project:
    - If Opportunity Numbering is “OFF,” then no change will be made to the Project Number.
    - If Opportunity Numbering is “ON,” then the Project Numbering will populate according to the Project Mask and Seed Settings so long as the Project does not have an existing Project Number.
- When editing a Project or Opportunity, ConstructionOnline™ will not change the existing Project or Opportunity Number, even if it is blank.

CALL LOGS

Added the ability for users to export their Call Logs to Excel

QUICKBOOKS ONLINE INTEGRATION

ConstructionOnline™ QuickBooks Integration is now compatible with the South African Rand (ZAR)

COMPANY PROJECTS

The Opportunity Details tab now appears in the Project Details for Projects converted from Opportunities. The Opportunity Details will not appear for Projects created as Project.