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 - 

FINANCIAL REPORTS

• Added a new Dates Ordered/Delivered Report under Selections Reports which generates a list of ordered, expected, and delivered dates for Approved Client Selections 
  
  • The following options are available when customizing the Dates Ordered/Delivered Report - 
    
    • Details
      • Project Selector 
        
      • Filters 
        
        • Order/Delivery Status 
          
        • Trade
          
        • Type
          
        • Reason 
          
        • Assigned Resource
          
      • Date Type/Range 
        
        • Date Type: Choose from Ordered, Expected, or
          Delivered
          
        • Date Range 
          
        • Sort Dates From: Oldest to Newest or Newest to Oldest 
          
        • Start Date
          
        • End Date
          
    • Display Columns
      
      • Cost
        
      • Status
        
      • Ordered
        
      • Expected 
        
      • Delivered
        
  • Default Text Block Options
    
  • Header & Footer Options
• The Request For Quote (RFQ) Report now has a new Include Cost Values option available under Report Options
  
  • The Include Cost Values option is disabled by default. If disabled, the Unit Cost and Total Cost cells will be left blank. If enabled, the RFQ will include Unit Cost and Total Cost values from the Estimate 
    

INVOICING

• Updated system logic so that users are now informed of illegal characters in Change Order names during the Invoice creation process
  
  • Invoices cannot be created for Change Orders that contain colons ( : ) or quotation marks ( “ ) in their names 
• Updated the formatting of the table header on Detailed Invoices
  

CONTACTS 

• Verified all Contact lists load in all instances 
  

LEAD TRACKING

• Confirmed Non-Admin Company Users (NACUs) without “Can Create, Edit, & Delete” Lead Tracking permissions cannot edit Lead Events 
  

CHANGE ORDERS

• Ensured edits made to Lump Sum Change Orders within the Change Order Purchase Order modal are reflected on the generated Change Order Purchase Order report
  

FILES

• Restored ClientLink Users’ ability to create Folders/Albums in “Files Only Visible to You” and “Project Creator” Folder locations when accessing Project Files from the Portal
  

PUNCH LISTS

• Ensured users can access the Issue Details modal by right-clicking an Item Issue from the Item Issues view and selecting “Edit Item Issue” from the dropdown menu
  

CLIENT SELECTIONS

• Confirmed the "Save," "Delete," and "Cancel" action buttons within the Edit Selections window are visible for Selections with a large number of Selection Choices

NAVIGATION

• Verified favoriting a Project in the Left Sidebar no longer erroneously dismisses the empty state of a currently selected feature