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 Manage ConstructionOnline Account Settings 3:55 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 Create a Construction Estimate Template 2:13 Save an Existing Estimate as a Template 1:22 Understanding Tax Settings in ConstructionOnline 3:55 Lock an Estimate: Control Estimate Edit Access 1:17 ConstructionOnline Estimating Views 3:20 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 Setting Up Construction Costbooks in ConstructionOnline 2:04

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

Invoicing

Create Construction Invoices in ConstructionOnline 5:40 Manage Company Invoicing Settings 3:57

Financial Reports

Customize Professional Construction Proposals 3:15

Takeoff

Getting Started with Redline™ Takeoff 1:57 Create Construction Takeoff Measurements 3:27

Contacts and Companies

How to Add Company Employees in ConstructionOnline™ 3:25 Creating New Contacts in ConstructionOnline™ 2:39 Creating Companies in ConstructionOnline™ 2:39 Understanding the Project Team in ConstructionOnline™ 2:14

ClientLink and TeamLink

Managing ClientLink™ and TeamLink™ Settings in ConstructionOnline 1:44

Notifications

Customizing Your Account Notifications 2:32 Managing Company Employees: Notification Settings 3:10

Other

Getting Started with GamePlan™ Task Lists in ConstructionOnline 1:44

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

Communication Tools

Understanding Company & Project Communication 2:44 Overview of Construction Communication Tools 4:57

Messages and Inbound Emails

ConstructionOnline™ Messages Streamline Conversations 3:20 Managing Construction Message Templates in ConstructionOnline™ 2:57 Setting Up Inbound Emails for Projects in ConstructionOnline 3:02

RFIs, Submittals, Transmittals

How to Track Construction RFIs Using ConstructionOnline™ 3:15 Creating Requests for Information (RFIs) in ConstructionOnline™ 1:49 Editing Construction RFIs in ConstructionOnline™ 1:05 Creating Construction Transmittals in ConstructionOnline™ 1:16

Other Communication Features

Using Envoy™ Chat in ConstructionOnline 2:33

Introduction to Construction Calendars & Schedules in ConstructionOnline 7:52 Compare & Contrast: Construction Project Schedules versus Project Calendars 2:48 How to Use the Company Calendar, Lead Calendar, and Project Calendars Most Effectively 2:55 How to Create Gantt Chart Schedules for Construction Projects in ConstructionOnline 5:48 Customize Schedule Settings in ConstructionOnline to Streamline Project Management 6:19 Understand Task Predecessors in Construction Schedules 5:04 Create and Manage Construction Schedule Templates in ConstructionOnline 2:20 Create & Manage Construction Calendar Events in ConstructionOnline 2:01 How to Manage Calendar Settings, Views, and Preferences in ConstructionOnline 4:03

Uploading Plans to Planroom 4:22

OnCost™ Purchasing Overview 3:46 Creating Construction Purchase Orders (Construction POs) 5:26 Creating Bills for Construction Projects in ConstructionOnline 5:28 Logging Construction Project Expenses 3:23 Logging Construction Project Expenses 3:23 Recording Payments for Construction POs, Bills, and Expenses in ConstructionOnline 4:22