ConstructionOnline Newsroom

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

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.

DAILY LOGGING

  • Updated the Date Selection Options for Daily Logging reports to improve ease of use 

SEE ALL LATEST NEWS

Topics: Weekly Publish Reports