Resource Center

Understanding Project Status | Pending Projects v. Live Projects 4:22 Configure Project Numbering Settings 1:36 Organizing Company Projects in ConstructionOnline 4:12 Create Default Text Blocks for Construction Reports 3:35 Set Company Logo 1:51 Customize Your Public Profile 2:14 Construction Management Hub: Company Overview in ConstructionOnline 4:51 Manage Header & Footer Settings 1:28 Recommended Project Management Workflow 3:06 Creating a Project 5:37 Navigating ConstructionOnline 4:29

Estimating

OnCost Estimating Overview 4:28 Create a New Construction Estimate 2:55 Creating a New Construction Estimate from a Template 1:52 Lock an Estimate: Control Estimate Edit Access 1:17 Set Company Overhead and Margin in a Construction Estimate 2:06 Set Line Item Markup in a Construction Estimate 1:22 Setting Classification Markup in a Construction Estimate 1:33

Client Selections

Creating Client Selections in ConstructionOnline 2:37 Managing Client Selections in ConstructionOnline 2:15 Get Started with the Selections QuickPick Tool: ConstructionOnline's Exclusive Browser Extension 1:28 Using the Selections QuickPick Tool: ConstructionOnline's Exclusive Browser Extension 1:33

Change Orders

How to Create a Construction Change Order 2:35 Understanding Markup on Construction Change Orders 2:12

Financial Reports

Customize Professional Construction Proposals 3:15

Contacts and Companies

Company Employee Creation and Permissions 4:22 General Contact Creation 4:22 Creating Companies in ConstructionOnline 4:22 Managing Company Employees 4:22 Managing the Project Team 4:22

ClientLink and TeamLink

ClientLink and TeamLink Guide 4:22 Setting ClientLink/TeamLink Permissions 4:22

Notifications

Managing Account Notifications 4:22 Setting Employee Notifications 4:22

Other

Managing GamePlans 4:22 Certificate and Insurance Tracking 4:22 Permit Tracking 4:22 Time Tracking in ConstructionOnline 4:22

Lead Details and Lead Pipeline Overview 4:22 Managing Opportunities 4:22 Converting an Opportunity into a Project & Creating Multiple for a Lead 4:22

Project and Company To-Dos 4:22 Punch Lists and Checklists 4:22 Project Tracking Reports 4:22 Daily Log Overview (what is what, when to use, etc.) 4:22 Automatic Weather Tracking 4:22 Tracking Hours in Daily Logs 4:22 Creating Logs 4:22 Daily Logging Reports 4:22

File and Photo Overview 4:22 Company Files vs Project Files vs My Files 4:22 Sharing vs Copying Files to TeamLink and ClientLink 4:22

RFIs, Submittals, Transmittals

Creating an RFI 4:22 Editing an RFI 4:22 Creating a Submittal 4:22

Other Communication Features

Envoy Chat Settings and Management 4:22

Calendars and Schedules Overview 4:22 Project Schedules versus Project Calendars 4:22 Company versus Lead versus Project Calendars 4:22 Creating a Project Schedule 4:22 Understanding Schedule Settings and Options 4:22 Understanding Schedule Predecessors 4:22 Creating and Managing Schedule Templates 4:22 Creating and Managing Calendar Events 4:22 Project and Company Calendar Settings and Preferences 4:22

Uploading Plans to Planroom 4:22