The ConstructionOnline Knowledge Base continues to grow with new and recently updated resources designed to help construction professionals get more from the platform’s expanding project management, financial, reporting, and collaboration tools.
Maintained by UDA’s experienced team of product and training specialists, the ConstructionOnline Knowledge Base provides step-by-step guidance, feature overviews, workflow support, and FAQs to help users confidently adopt new tools, improve existing processes, and support team-wide success.
Recent additions and updates include expanded resources for Redline Planroom and Takeoff, Change Orders, TrueVision Business Intelligence, ClientLink, TeamLink, and several of ConstructionOnline’s most widely used project management features.
Redline™ Planroom & Takeoff Resources
New Knowledge Base resources are available to support recent enhancements across Redline Planroom and Redline Takeoff, including articles focused on Takeoff Templates, creating estimates from Redline Takeoff, and managing plan workflows through the TeamLink Portal.
Featured resources include guidance for—
- Create a Takeoff Template
- Start a Takeoff from a Takeoff Template
- Create an Estimate from Redline Takeoff
- Working with Plans in the TeamLink Portal
- Uploading Redline Sheets from the TeamLink Portal
- Sharing Redline Sheets with individual ClientLink or TeamLink Users
These resources help construction teams take advantage of more efficient takeoff workflows and more flexible plan-sharing options across internal and external project teams.
Change Order View Management
A new collection of Change Order resources helps users better understand and customize the way Change Orders are viewed, organized, and managed in ConstructionOnline.
Recent articles cover new, expanded Change Order Views for Company Users, as well as ClientLink and TeamLink Users, including articles that highlight benefits and best practices for—
- Change Orders List View
- Change Orders Group-by View
- Change Orders Board View
- Change Orders Card View
Together, these resources provide practical guidance for teams looking to tailor Change Order workflows to match the way they review, prioritize, and manage project changes.
TrueVision™ Business Intelligence
Several new overview articles are now available for TrueVision™ Business Intelligence, ConstructionOnline’s integrated suite of reporting and analytics tools.
A new overview article provides an introduction to TrueVision's suite of Business Intelligence tools, and additional resources provide further guidance on the individual components of TrueVision, including—
- Sales Dashboards
- Project Health Scorecards
- Financial Dashboards
- Work-in-Progress (WIP) Reporting
- Multi-Project Scheduling
- ResourceTrak™
These articles help users better understand how ConstructionOnline brings business intelligence into daily project management, supporting stronger visibility into sales activity, project performance, financial health, and company-wide trends.
Feature Overviews & FAQs
ConstructionOnline's Knowledge Base has also been updated with new and expanded resources for several core ConstructionOnline features, including:
- Insurance & Certificates
- Permit Tracking
- Meeting Minutes
- Warranty Tracking
- Payment Applications
- Bid Tracking
- Companies
- Comments
- Saved Views for Dynamic Tables
Getting Started Guides
To support onboarding and team adoption, ConstructionOnline has also expanded its library of Getting Started resources, available in the Knowledge Base for all users.
Getting Started guides, updated for 2026, include—
- Lead Tracking
- Estimating
- Change Orders
- Scheduling
- Daily Logging
- Inbound Emails
- ConstructionOnline Drive
These guides are designed to help users quickly understand foundational workflows and begin using key ConstructionOnline tools with confidence.
ConstructionOnline also offers dedicated Getting Started resources that contractors can provide to new construction clients and subcontractors to ease portal setup and access—
Supporting Long-Term User Success
As ConstructionOnline continues to evolve with new features, enhanced workflows, and expanded platform capabilities, the ConstructionOnline Knowledge Base remains an essential resources for helping construction teams stay informed and successful.
By providing clear, practical guidance across every stage of the construction management process, ConstructionOnline helps users build confidence, improve efficiency, and get more value from the tools they rely on every day.
Visit the ConstructionOnline Knowledge Base to explore the latest articles, guides, and support resources.
