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ConstructionOnline™ Publish Report for the Week of September 11, 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 - 

FINANCIAL REPORTS

  • Added new Subcontractor Agreement Report which can be used as a contract for materials and labor from an Estimate or from Non-Estimate Line Items

OPPORTUNITIES 

  • Opportunities now have Opportunity Status controls which can be accessed through the “Opportunity Status” tab in the Opportunity Details modal
    • Opportunity Status behavior mirrors Project Status behavior in that a “Pending” Status means Opportunity activity notifications are disabled and a “Live” Status enables Opportunity activity notifications 
    • Please note when an Opportunity is converted to a Project, the Opportunity’s current Status will be applied to the newly created Project

REDLINE

  • Updated Redline Sheet Upload and Processing modals to include links to Knowledge Base articles regarding Redline Sheet Upload Best Practices
  • Ensured Private Markup is properly visible to Assigned Resources in all instances 

CHANGE ORDERS

  • Verified ClientLink Users with “Will receive Change Order email notifications” Change Order permissions enabled will receive email notifications regarding Change Orders. However, please note: 
    • The Project Status must be set to “Live” in order for ClientLink Users to receive email notifications regarding Change Orders
      • If notification frequency is set to “Immediate,” individual email notifications will be sent for Change Order activity
      • If notification frequency is set to “Every Two Hours,” “Every Four Hours,” or “Once Daily,” Change Order activity will appear on the Activity Summary email 
    • Users with “Only show ClientLink Users the Change Order they’re assigned to” permissions will only receive email notifications for Change Orders they’ve been assigned to

FILES

  • Confirmed all downloaded files include a file extension 

CO™ MOBILE APP

  • Added the ability to attach Resources to Punch List & Checklist Item Issues from the Mobile App

SEE ALL LATEST NEWS

Topics: Weekly Publish Reports

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