ConstructionOnline Publish Report for April 5-11, 2022

UDA Technologies continues to invest in the speed & stability of UDA ConstructionOnline™ with regular updates & enhancements, including -

CLIENT SELECTIONS

Added the ability to Import/Export Client Selections as Excel files
- Options to Import/Export Client Selections are available for Company Employees with Client Selections Permissions set to "Create, Edit, & Delete" level
- From the Import Selections Modal, Company Employees are able to -
  - Select Excel file for Import
    (Supported file types: .XLXS or .CSV)
  - Download ConstructionOnline's template for the Import of Client Selections, which contains 2 sheets: Sheet #1 contains Selections data, and Sheet #2 contains instructions & explanations regarding included columns of data.
  - Export existing Client Selections from the current Project
- From the Export Selections Modal, Company Employees can choose between two different Export formats:
  - Include Total Rows
  - Export for Importing
- Importing Client Selections from Excel to ConstructionOnline:
  - Data can be imported at the Category, Selection, and Choice level. ConstructionOnline determines the level of detail by identifying which column name is populated in the file for import.
    - Category rows can contain Name & Description
    - Selection rows can contain Name, Description, Location, Due Date, and Allowance
    - Selection Choice rows can contain Name, Description, Unit Cost, Unit, Quantity, and Markup

REDLINE™ PLANROOM & REDLINE™ TAKEOFF

New & Improved Redline™ Sheet Comparison Tool:
There is now a Compare Sheets button next to the Download Set and Rescan Callouts buttons in both Redline™ Planroom & Redline™ Takeoff
- Clicking the button launches the Compare Sheets Settings Modal from which the user can select any number of sheets from the Current Set for comparison.
  - The user can also select a specific version for each sheet.
- The option to Compare Sheets is also available from the right-click menu for Sheets in the Current Set
  - If one sheet is selected, then the user can compare versions of the selected sheet.
  - If multiple sheets are selected, then the user can compare the selected sheets.
- Updated Redline™ Sheet Controls:
  - Users can rotate sheets from the "Rotate" buttons located to the right of the Sheet Names.
  - Users can now freely align images by clicking Adjust Alignment and are no longer required to select a portion of the image for alignment.
    - Zoom function is available during alignment; pan function is not available during alignment.
  - Users can now resize the selected sheet to be larger or smaller using the new "Resize" tool.
  - Choosing to "Cancel Adjustments" will reset the canvas to its prior state. Canceling Adjustments does not cancel sheet rotations, as sheet rotations are a separate function.
  - Adjustments to the sheet size, alignment, and rotation during sheet comparison do not affect the source sheets.
- Users can Export Sheet Comparison as .PNG file named with
  [PROJECT NAME] - Compare Sheets.
- Company Users must have Redline™ Planroom Permissions set to "Can Add & Update Plans" level or higher to access Compare Sheets function.
  - Option for sheet comparison is not available via ClientLink™ and TeamLink™ Portals.
Redline™ Sheet Upload Sequence has been enhanced to ensure the successful upload of all PDF plans. Previously, there were limited instances where PDF documents exported from Bluebeam and/or other third party sources would fail to upload successfully, and the most recent system improvements deliver targeted resolutions which address these particular occurrences.
Current Set Summary Report now uses the revised Sheet Names.
Enhanced sheet numbering logic to prevent specific instances that were causing certain sheets to populate sheet numbers that were +/- one.
Redline™ Planroom has been added to Opportunities, largely expanding the available utility for Opportunities while also substantially streamlining plan management capabilities included for Redline™ Takeoff within Opportunities in ConstructionOnline.

NAVIGATION

ConstructionOnline™ Login Page updated to include RSS feed of Latest News from UDA Technologies
Full-Screen Mode added for all Communication Features in ConstructionOnline™
- Full-Screen Mode hides feature dashboard widgets and collapses additional navigation elements in order to access available landscape for expanded feature content display.
- Full-Screen Mode can be toggled On/Off per user per view using the Full-Screen Icon at the top of the primary feature widget and/or via keyboard shortcut: Ctrl+Shift+F
- Communication Features benefiting from this update include:
  - Project Channel
  - Messages
  - Inbound Emails
  - Announcements
  - Call Logs
  - RFIs
  - Submittals
  - Transmittals

REPORTS

Added Paid to Date Report to available Financial Reports. The Paid to Date Report includes a breakdown of what's been entered as "Paid" on ConstructionOnline Invoices alongside the Current Balance for the Project as a whole.
- The Paid to Date Report includes Subcategories in the Project's Estimate, Approved Client Selections, and Approved Change Orders.
- Linkages between Approved Change Orders and Estimate Subcategories are not denoted on the Paid to Date Report.
Option to include "Descriptions" and "Notes" for Estimate Categories and Subcategories added to the Simple Estimate Proposal.
Purchase Order Report updated to ensure complete population of all auto-filled fields.

DAILY LOGGING

Reviewed the Combined Log Report to ensure that all relevant Delivery Logs are included in appropriate instances.

OPPORTUNITIES

Redline™ Planroom has been added to Opportunities, largely expanding the available utility for Opportunities while also substantially streamlining plan management capabilities included for Redline™ Takeoff within Opportunities in ConstructionOnline.

CLIENTLINK™ & TEAMLINK™ PORTAL

Project Schedules can now be exported as Microsoft Project (.XML) files from within the ClientLink™ and TeamLink™ Portals.

PUNCH LISTS

Updated handling of Attachments to streamline the upload of specific files to Punch List Items.

SCHEDULING

Cost Codes can now be assigned & saved to Schedule Tasks in ConstructionOnline's Schedule Templates.
Reviewed & updated system logic as applied to the numbering of Schedule Task Groups.
Schedule Print Settings Modal launches within TrueVision™ Multi-Project Scheduling, including:
- From the Multi-Project Scheduling table
- From Schedules opened from Multi-Project Scheduling
- From inside a Project
- From the Company Reporting page

PROJECTS

The Project Details Modal now opens in Full-Screen Mode by default.

CHANGE ORDERS

Client Signatures collected upon Change Order Approval now display on Change Order Cards in ConstructionOnline

ESTIMATING

Verified that all Schedule Milestones correctly populate to the Milestone Selector dropdown when editing Client Selections from the Selections Sheet of a 3-Level Estimate in OnCost™ Estimating.
Updated system handling of zero-cost Line Items included in Invoices and Invoice Payments to enhance the population of payment details to the Payment Overview option on the Estimate Summary Dashboard.
Company Employees can now choose to remove the "Acceptance Agreement" from Estimate Proposals during proposal creation.