ConstructionOnline™ Publish Report for the Week of July 29, 2024

UDA continues to invest in the speed & stability of ConstructionOnline™ with regular updates, enhancements, and new features added to the award-winning construction management platform, including -

FINANCIAL REPORTS

• Added four new Estimate breakdown report options - 
  
  • Stage Summary Report: Generates a report showing a breakdown of Estimate Items by Stage 
    
  • Trade Summary Report: Creates a report showing a breakdown of Estimate Items by Trade
    
  • Type Summary Report: Generates a report showing a breakdown of Estimate Items by Type 
    
  • Group Summary Report: Creates a report showing a breakdown of Estimate Items by Group

PROJECTS 

• Added additional controls to the Project Status tab of the Project Details modal that allow Company Admin or the Project Creator to adjust the Project’s visibility to ClientLink™ and/or TeamLink™ Users
  
  • When Projects have a “Pending” Status, the ClientLink and TeamLink Visibility toggles are turned “OFF” and cannot be toggled “ON”. 
    
  • When Projects have a “Live” Status, the ClientLink and TeamLink Visibility toggles are toggled “ON” by default, but can be toggled “OFF”.
    
  • When set to “OFF”, ClientLink/TeamLink Users: 
    
    • Will not be able to view the Project
      
    • Will not receive email invitations & automated notifications
      
    • Can receive communication items they are explicitly added to
      • If the user is explicitly added as a recipient of any of the following communication types, they can receive email notifications; however the user will not be able to see the Project itself
        • Messages
        • Project Announcements 
        • RFIs
        • Transmittals 
    • The following updates have also been made to project invitations based on the new visibility settings - 
      
      • If the Project is “Pending”, no project invitations are sent (this is the current behavior).
      • If the Project is “Live” and both ClientLink and TeamLink Visibility Settings are turning “ON”, project invitations are sent to all users.
      • If the Project is “Live” and only one of the ClientLink or TeamLink Visibility Settings are turned “ON”, only Non-Admin Company Users and the ClientLink and/or TeamLink Users that have visibility settings turned “ON” will receive project invitations. 
      • If ClientLink and TeamLink Visibility Settings are turned “ON” after the Project is “Live”, they will receive project invitations once the settings are saved. However, if they have already been sent an invite for the Project, another invitation will NOT be sent out automatically.
    • ClientLink and TeamLink Visibility Settings are specific to each Project and affect the visibility for all listed ClientLink or TeamLink Contacts within the Project; they are not granular to a specific ClientLink or TeamLink Contact.

COMPANY COST CODES

• Added the ability to create Cost Code sets from Estimates
  
  • Within the Company Cost Codes feature the (+) Add New button now includes the following options: 
    
    • Import Cost Codes - Provides templates for importing Cost Code Lists via Excel
      
    • Create from Scratch - Allows companies to build Cost Code Lists manually
      
    • Create from Estimate - Pulls Cost Codes from an existing Project Estimate or Estimate Template
      

INVOICING 

• Added additional options for printing and emailing Invoices or Payments that have been created from an Estimate. New options include: 
  
  • Show category and item rows
    
    • This option is selected by default.
      
  • Only show category rows
    Only show item rows
    
• Ensured reminders successfully send in all instances 
  
• Confirmed the Invoicing feature is not accessible when managing a Project Template
  

ENVOY CHAT 

• Established congruence between non-Project Company Channels on ConstructionOnline browser access and the CO™ Mobile App
  
• Verified chat lists parse emojis 
  

TIME TRACKING 

• Confirmed Time Sheet photos save in all instances 
  

PERMIT TRACKING 

• Ensured reminders successfully send in all instances 
  

SOCKET

• Verified that Socket can be downloaded by companies that have not yet integrated with QuickBooks Desktop
  

INSURANCE & CERTIFICATE TRACKING 

• Rectified a singular issue preventing Insurance & Certificate Tracking from loading 
  
• Ensured reminders successfully send in all instances