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ConstructionOnline™ Publish Report for the Week of July 3, 2023



ConstructionOnline’s power, speed, and vision are made possible by UDA’s dedication to resolving client requests, enhancing existing features routinely, and introducing new tools often. This cycle’s publish includes - 

TRUEVISION™ BUSINESS INTELLIGENCE 

  • Expanded TrueVision Profitability & WIP Reports within Company Reporting
    • New Reports include -  
      • TrueVision Profitability & WIP Report: Generates a report showing a detailed breakdown of your project’s financial health including profit percentages 
      • Estimate WIP Report: Generates a Work in Progress Report for one or more your projects’ base estimate values 
      • Selections WIP Report: Generate a Work in Progress Report for one or more of your projects’ client selections values 
      • Change Order WIP Report: Generate a Work in Progress Report for one or more of your projects’ change order values
      • Total WIP Report: Generate a Work in Progress Report for one or more of your projects’ combined estimate, selection, & change order values 
    • Within the creation modal users can customize their report by selecting from the following options - 
      • Projects to Include 
        • Project(s): Select to run the WIP for a specific Project or “All” Projects 
          • The Project Item Count to the right of the Project(s) field will display the number of Projects that will be included in the report 
          • The Project(s) selected in this field will affect the fields/filters within the rest of the modal
        • Report Detail Level: Select the level of detail for the report for single Project WIPs only
          • Options include: Categories, Subcategories, Items, or Classifications 
          • This option is disabled for multi-project WIPs, the Selection WIP Report, and the Change Order WIP Report
      • Project Filters 
        • Filters are only made available if the user chooses to generate the WIP for “All” Projects 
        • Filter options include - 
          • Project Type
          • Group
          • Stage
          • Category
          • Office
          • Division
          • Region
      • Project Value Range to Include: Enter a Minimum and/or Maximum value 
        • The WIP will include any Project(s) that have Estimates with a Base Contract Price that falls within the designated value range 
      • Date Range to Include: Enter a Start and/or End date 
        • The WIP will include any Project(s) that have Schedule Tasks that fall within the designated date range
      • Report File Name: Set the File Name for the Report 
        • ConstructionOnline™ sets the File Name by default to [Name of Report Type][Date]
  • Made Milestone colors available within Multi-Project Scheduling
  • Ensured that clicking-and-dragging on Schedules within Multi-Project Scheduling is successful in all instances 

CLIENTLINK™ / TEAMLINK™ PORTAL

  • Verified Company Users do not have to modifying a ClientLink/TeamLink User’s account when previewing the ClientLink/TeamLink Portal as the ClientLink/TeamLink User 

CO™ MOBILE APP

  • Confirmed ClientLink/TeamLink Users with appropriate Punch List / Checklist permissions can add Item Issues within the Item Issues View in all instances 

SEE ALL LATEST NEWS

 

Topics: Weekly Publish Reports

ConstructionOnline Facts + Figures

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Project Log Entries

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Projects in ConstructionOnline™

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Project To Dos Created

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Punch List Items

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Selection Choices

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Change Orders Created

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RFIs Answered

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Schedules Managed

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Unique Zip Codes Logged