ConstructionOnline™ Publish Report for the Week of September 30, 2024

As a part of providing cutting-edge construction management software, UDA releases regular updates, enhancements, and new features to its award-winning construction management platform—ConstructionOnline™. Recent additions to the platform include -

ONPLAN™ SCHEDULING

Established that To Dos connected to Schedule Tasks via SmartLink™ now display Subtasks

ACCOUNTING INTEGRATION

Added the ability to designate Basic Contacts as the Primary Customer for accounting integrations

SPEED & PERFORMANCE

Performed a series of optimizations and improvements targeted at enhancing the performance of the Photostream™ including -
- Establishing limitations on the maximum duration of the timeframe within Recent Files & Photos (Company Overview), the Project Photostream, Punch List & Checklist Photostreams, and the Daily Logging Photostream
- Removing the “All” option from the list of available Date Ranges
- Establishing a Date Range maximum of one year and updated logic so that attempting to set a longer duration automatically truncates the Photostream to one year

NOTIFICATIONS

Ensured Archived Projects no longer send out Invoice Reminders
Verified when converting an Opportunity to a Project, Company Users are prompted to invite related Leads as ClientLink™ and/or TeamLink™ Members, except in instances where the Company does not have access to the ClientLink/TeamLink Portal via their ConstructionOnline subscription
Confirmed Reminders for Insurance & Certificate Tracking and Permit Tracking are sent successfully in all instances

ONCOST™ ESTIMATING

Confirmed the Estimate vs. Actuals Report accounts for unapproved Selections
Verified estimate data exports successfully, specifically in an isolated instance of Exporting for Reference

ACCOUNT MANAGEMENT

Ensured that the OnPlan Scheduling Add-On grants complete access and scheduling capabilities at the Project level

ONCOST™ PURCHASING

Updated system logic so that Purchasing Reports now populate information from the Company’s Public Profile to report headers rather than information related to the current user’s profile