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ConstructionOnline™ Publish Report for the Week of September 3, 2024

ConstructionOnline™ Publish Report for the Week of September 3, 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 - 

OPPORTUNITIES 

  • Added “Estimator” field to Opportunity Details 
    • Mirroring the “Sales Representative” field, this field allows Company Users to assign who is responsible for putting together the Estimate/Proposal for the respective Opportunity.
  • Ensured that a Project converted from an Opportunity will no longer revert to an Opportunity if a user edits the Opportunity on a separate, concurrently opened tab
  • Verified Projects and Project Templates are not converted into Opportunities upon their Project Details being edited 
  • Confirmed previously malfunctioning Opportunities continue to appear as Opportunities and not Projects

PROJECTS

  • Updated system logic so that Non-Admin Company Users may no longer reactivate or delete Archived Projects
  • Ensured performing inline edits to Projects from the Company Project Timeline does not remove key Project Details (such as Jobsite Instructions, Key Roles, Cost Code Settings, ClientLink™ & TeamLink™ Visibility Settings, etc.) that are not accessible from the table 

ONPLAN™ SCHEDULING 

  • Confirmed the Expand/Collapse state for Schedule Task Groups persists through reload
  • Verified the Edit Trade menu in the Schedule Task Details modal functions in all instances

REDLINE™

  • Ensured the Current Set populates successfully in all instances 

FILES 

  • Confirmed non-image Files preview successfully in all instances

NAVIGATION

  • Verified the Show/Hide Feature Categories button is labeled when using ConstructionOnline on tablet devices 

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Topics: Weekly Publish Reports