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