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

Written by UDA Corporate Newsroom | 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