ConstructionOnline Publish Report for the Week of February 17, 2025

Engineered to provide the industry’s best ROI, the ConstructionOnline Team continually invests in the success of UDA's clients by releasing regular updates & new features to the award-winning construction management software, including -

CLIENT SELECTIONS

New Feature Release! ConstructionOnline's brand-new Comments system has been released for Client Selections.
- Streamlines communication related to Categories, Selections, and Choices by providing localized threads where Project Team Contacts can post Comments.
- Comments may be utilized by Company Users, ClientLink Users, and/or TeamLink Users with access to Client Selections. To support these various branches of team communication, the Comments Thread is segmented into 3 distinct sub-sections:
  - ClientLink User Comments
  - Company User Comments
  - TeamLink User Comments
- By default, new Comments are set to be "internal," or only shared with Company Users, however the option to share a new Comment with ClientLink and/or TeamLink Users can be easily toggled on during Comment creation.
  - Access to Comments in ConstructionOnline and/or via the ClientLink/TeamLink Portals is governed by the related feature's permissions.
    - Company Admin Users and Non-Admin Company Users with at least "Can View" permissions for Client Selections have access to Comments.
      - Non-Admin Company Users with permissions set to "Cannot View" for Client Selections will not have access to Comments.
    - When Client Selections are enabled within ClientLink Settings, Comments may be shared with any/all of the Project's ClientLink Contacts who have access to the associated Selections (subject to Selection Visibility Settings).
      - ClientLink Contacts will only have access to Comments associated with Selections that are visible via the ClientLink Portal.
    - When Client Selections are enabled within TeamLink Settings, Comments may be shared with any/all of the Project's TeamLink Contacts who have access to the associated Selections (subject to TeamLink Settings for Client Selections).
  - When there are unread Comments on a Category, Selection, or Choice, a green message icon will be displayed in the Selections Details Dashboard, the Selections Summary Dashboard, the Selections Table, and/or the Selection Card.
    - A blue message icon indicates the presence of Comments, but no unread Comments.
    - A gray message icon indicates that no Comments are present.
    - ConstructionOnline will display a number alongside the Comments icon to indicate the count of Comments included for the Category, Selection, or Choice.
  - Notification alerts for new Comments will be displayed on the bell icon in the ConstructionOnline Company Navigation Bar (top right-hand corner of ConstructionOnline when logged in via web browser).
    - Users can click on the bell to expand the blade menu which includes - Comments, Latest News, and Help & Support.
  - Additional Notification Settings have been added for Comments:
    - Comment Created by Someone Else
      - Email Notification (Selected by Default)
      - Text Notification
    - Comment Created by Me
      - Email Notification
      - Text Notification
    - Notifications for Comments are only sent when New Comments are posted. These notifications are exclusively delivered to Contacts associated with the posted Comment.
      - Updating or deleting a Comment does not currently trigger any notifications.
      - Email Notifications for Comments function the same as Email Notifications for ConstructionOnline Messages, providing 2 user-friendly reply options:
        
        Reply via Email
        
        Reply in ConstructionOnline
  - Once posted, users may right-click on the Comment in the Comments Thread to access options:
    - Edit: Only the Comment Creator may edit a Comment.
    - Delete: Only the Comment Creator or a Company User may remove a Comment from the Comments Thread.
    - Mark Unread: Specific to the logged in user. Marks the selected Comment as "unread" and maintains notification flag.
    - Mark All Unread: Specific to the logged in user. Marks all Comments in the thread as "unread" and maintains notification flag.

CHANGE ORDERS

New Feature Release! ConstructionOnline's brand-new Comments system has been released for Change Orders.
- Streamlines communication related to construction Change Orders by providing localized threads where Project Team Contacts can engage in related discussions.
- Comments may be utilized by Company Users, ClientLink Users, and/or TeamLink Users with access to Change Orders. To support these various branches of team communication, the Comments Thread is segmented into 3 distinct sub-sections:
  - ClientLink User Comments
  - Company User Comments
  - TeamLink User Comments
- By default, new Comments are set to be "internal," or only shared with Company Users, however the option to share a new Comment with ClientLink and/or TeamLink Users can be easily toggled on during Comment creation.
  - Access to Comments in ConstructionOnline and/or via the ClientLink/TeamLink Portals is governed by the related feature's permissions.
    - Company Admin Users and Non-Admin Company Users with at least "Can View" permissions for Change Orders have access to Comments.
      - Non-Admin Company Users with permissions set to "Cannot View" for Change Orders will not have access to Comments.
    - When Change Orders are enabled within ClientLink Settings, Comments may be shared with any/all of the Project's ClientLink Contacts who have access to the associated Change Order (subject to ClientLink Settings for Change Orders).
    - When Change Orders are enabled within TeamLink Settings, Comments may be shared with any/all of the Project's TeamLink Contacts who have access to the associated Change Orders.
  - When there are unread Comments on a Change Order, a green message icon will be displayed in the Change Order Overview Dashboard, the Change Order Details Dashboard, and on the Change Order Card.
    - A blue message icon indicates the presence of Comments associated with the user, but no unread Comments.
    - A gray message icon indicates that none of the Comments present are associated with the user, and/or a "View/Add Comments" link will be displayed.
    - ConstructionOnline will display a number of Comments associated with the user alongside the Comments icon to indicate the count of Comments.
  - Notification alerts for new Comments will be displayed on the bell icon in the ConstructionOnline Company Navigation Bar (top right-hand corner of ConstructionOnline when logged in via web browser).
    - Users can click on the bell to expand the blade menu which includes - Comments, Latest News, and Help & Support.
  - Additional Notification Settings have been added for Comments: (these Settings govern all Comments across all features)
    - Comment Created by Someone Else
      - Email Notification (Selected by Default)
      - Text Notification
    - Comment Created by Me
      - Email Notification
      - Text Notification
    - Notifications for Comments are only sent when New Comments are posted. These notifications are exclusively delivered to Contacts associated with the posted Comment.
      - Updating or deleting a Comment does not currently trigger any notifications.
      - Email Notifications for Comments function the same as Email Notifications for ConstructionOnline Messages, providing 2 user-friendly reply options:
        
        Reply via Email
        
        Reply in ConstructionOnline
  - Once posted, users may right-click on the Comment in the Comments Thread to access options:
    - Edit: Only the Comment Creator may edit a Comment.
    - Delete: Only the Comment Creator or a Company User may remove a Comment from the Comments Thread.
    - Mark Unread: Specific to the logged-in user. Marks the selected Comment as "unread" and maintains notification flag.
    - Mark All Unread: Specific to the logged-in user. Marks all Comments in the thread as "unread" and maintains notification flag.
Added support for responsive search of Costbook Items when creating a new Change Order or editing an existing Change Order.
- The dropdown for Items from Costbooks now populates per entered search criteria.
- Dropdown list of Costbook Items includes scrolling navigation.
Confirmed that the Total Remaining Balance amount displayed in the Change Order Details Dashboard consistently and correctly calculates and updates accordingly, specifically related to instances where -
- Related Invoices are marked as "Paid"
- Partial Payments are applied to Change Orders (i.e. not Paid in Full)
- Change Orders are unapproved

COST CODES

Updated system logic related to Cost Code Import functions with specific attention given to imports of multi-tiered Cost Code structures.

ONCOST ESTIMATING

Calculations for Estimate Actuals (and those included in Estimate Summaries) have been expanded to include Actuals from unlinked Payments and Receipts.

LEAD TRACKING

Enhanced table filtering functionality to improve the user experience when filtering the Lead Table by "Date Created."

OPPORTUNITIES

Streamlined initial loading of Opportunities, improving key performance metrics by more than 80%.

ONCOST PURCHASING

Introduced new Excel Export for OnCost™ Purchasing
Updated date formatting for the Delivery Date field on Purchase Orders to ensure consistent recognition of dates in the DD/MM/YYYY format, when appropriate.
Expanded "Edit" functionality for Purchase Orders and Bills, allowing users the ability to add additional items to POs and Bills following initial creation.