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