UDA ConstructionOnline 2021 - The Software Platform for the Modern Builder

TimeLine™ Activity View - See What's happening in Real Time

The powerful new TimeLine view shows all the activity going on in your projects, filterable by contact, date, feature type and more.
Redline™ Takeoff + OnCost™ Estimating

Cut hours from your estimating and bidding process with fully integrated cloud-based takeoff tools.
OnPlan™ Scheduling - The World's Fastest Scheduling

Get the power and flexibility of advanced critical-path project scheduling tools, accessible from the office and the field.
ConstructionOnline Invoicing - Get Full-Featured Accounting

Create and track invoices directly from your estimates and change orders. Send invoices to clients by email, record incoming payments, apply credits and more.
Customizable Interface - Now It's Personal

Get a tailor-made visual experience by choosing your own color theme and background images.

Financial Tools

OnCost™ Estimating

3-level OnCost Estimating with Category > Subcategory > Item structure for fully detailed estimates
Familiar Excel-like tabbed navigation
Default settings for Subcategories - set the Unit, Status, and Markup types for new Subcategories
Classification-based markup settings
Estimate locks - prevent future editing of the estimate structure, quantities, costs, units and much more
Fully customizable tax settings - set local, county and state tax rates on material and service items
Custom estimate units - add new unit types
Updated dashboard styling
Items Database integration - quickly build estimates with improved data entry featuring predictive item selection
Redline™ Takeoff integration - build estimates directly from your project plan set

Change Order Management

Multi-line, itemized Change Orders
Assign tax and markup on a per-line basis
Link Change Order line items to estimate subcategories
Customizable Change Order Types and Reasons
Change Order activity appears in Project & Contact TimeLine™ Activity View
Filter Change Orders by due date, assigned resource, change reason, change type, trade and cost code
Export Change Orders to Excel
Integrated with ConstructionOnline Invoicing

ConstructionOnline Invoicing

Full-featured, standalone invoicing - no integration required
Create invoices from Estimates or Change Orders
Invoice full amount, percentage, or custom amount per line
Record and track payments
Send invoice emails with custom messages to clients
Professional printed invoices and receipts
Send invoices and payments to QuickBooks Online
Invoicing activity appears in Project & Contact TimeLine™ Activity View

Items Database & Costbooks

Centralize company costs with detailed Costbooks
Flexible costbook structure featuring folders and subfolders
Find items in a snap with powerful search
OnCost™ Estimate integration - quickly build estimates with rapid data entry featuring predictive item selection
Redline™ Takeoff integration - attach one or more items to your takeoff measurements for super fast estimate creation
Coverage rates automatically calculate the quantity needed for purchase based on the takeoff measurement value
Set Waste percentages on a per-item basis
Archive costbooks so out-of-date costs are not applied
Assign resources, enter notes, add specifications, and attach files to costbook items

Client Selections

Selection Overage shown on Choice cards
Client signatures now appear on approved selections
Choice cards show price calculation breakdown, including any tax and markup values
Selection Overview report, including vendors, due dates, approval status, locations and more
Approved Selections Book - shows all approved selection choices for a project
Selection activity appears in Project & Contact TimeLine™ Activity View
Integrated with ConstructionOnline Invoicing

Scheduling & Calendars

OnPlan™ Scheduling

Improved performance with 40% faster schedule load times
Click and drag Gantt chart navigation
Zoom detail levels from Day to Month
Availability & conflicts are visible when assigning resources to tasks
Undo and Redo schedule edits
Copy and paste schedule tasks
Bulk edits for multiple schedule tasks - adjust priority, status, percent complete, trade, color, assigned resources and more
Create schedules directly from your estimates with a single click - estimate categories, subcategories and items become schedule groups and tasks automatically
Optional automatic predecessor relationships for new tasks
Task names and dates now appear in the Gantt chart

Construction Calendars

Project names and assigned resources now shown on task bars
More detailed information in event popovers, along with direct links to the related feature section in ConstructionOnline
Company calendar now filterable by assigned resource, project type, project group, stage, category, office, division, region, trade and cost code
Files and photos can be attached directly to calendar events
Improved performance, with 50% faster calendar load times
Printable calendar agendas - filterable by calendar, schedule, resource, date range and more

Project Tracking

Daily Logs

TimeLine™ Activity View - see all logging activity in chronological order, with easy to scan attachments and photos
Safety Logs - track on site incidents, violations and training
Daily Weather Summaries - see a wrapup of each day’s weather conditions in the TimeLine™ Activity View
Logs are filterable by date range, contact, log type trade and cost code
See hours from Work Logs in new dashboard and export hours to Excel
Daily Logs now available in ClientLink™ portals

Checklists

Checklist Items and Issues are filterable by due date, assigned resource, priority, status, trade and cost code
Signatures available for Checklist approval
Downloadable Excel templates for Checklist imports
Checklists are exportable to Excel
Checklist activity appears in Project & Contact TimeLine™ Activity View

Punch Lists

Punch List Items and Issues are filterable by due date, assigned resource, priority, status, trade and cost code
Signatures available for Punch List approval
Downloadable Excel templates for Punch List imports
Punch Lists are exportable to Excel
Punch List activity appears in Project & Contact TimeLine™ Activity View

To Dos

To Dos lists are filterable by due date, assigned resource, priority, type, category, stage, trade and cost code

Communication Tools

Submittals

Days to Respond™ Mode - set the number of days an approver has to respond by when the previous response is entered.
Updated Summary Grid View - see the responders list, the next ball-in-court, response statuses and more.
Downloadable Excel templates for Submittal imports
Submittals are exportable to Excel
Submittals are filterable by due date, recipient, approver, status, trade and cost code
Choose to only view your Balls-in-Court
Submittal activity appears in Project & Contact TimeLine™ Activity View

Requests for Information

RFIs are filterable by due date, author, recipient, assigned resource, complexity, trade and cost code
RFI tracking activity appears in Project & Contact TimeLine™ Activity View

Messaging

Company users can now be granted the ability to see all message threads
Custom message signatures available for users, including styleable text and hyperlinks
Conversation Print - get a hard copy of conversations

Envoy™ Chat

New company chat allows instant team-wide communication inside ConstructionOnline via desktop or mobile
Create direct chats between one or more users
Create project channels to include the project team
Private chats
Copy and paste urls from ConstructionOnline into Envoy to link directly to specific project areas of interest
Attach files and photos to chats

Sales Management

Lead Tracking

TimeLine™ Activity View - see all past and future activity for your Leads in a chronological timeline format
Lead Notes - add multiple notes to a Lead over time
Lead Attachments - files and photos can be attached directly to individual Leads
Filter your Leads list by stage, status, source, type, sales rep, quality, probability, related opportunity, office, division and region
Lead Stage Pipeline now shows total dollar value per stage
Improved Lead Summary reports - now include notes
Improved Lead Calendars
Leads are now exportable to Excel

Opportunities

Redline Takeoff has been added to Opportunities for more accurate bidding calculations
Request for Quote now available in Opportunities - generate an RFQ for a vendor based on one or more of the estimate subcategories

Time Tracking

PhotoStream™ View now available in Time Tracking - see any photos added to shifts in chronological order, filterable by date range, employee and project
Regular time and overtime breakdown now shown in shift list for easier reference
Company Time Totals Report - create a report showing all time charged by company employees for a date range

Contact Management

TimeLine™ Activity View - see all past and future activity for your Contacts in a chronological timeline format. The timeline is filterable by feature groups, including Events, Messages, Financials, Communication, Project Tracking and Attachments
Contact Details View - see all of a specific contact’s details, including group, trade, category, quality and more
Contact Attachments - files and photos can now be attached directly to individual Contacts
Additional permission settings now available for ClientLink and TeamLink users

Files & Photos

Improved Sharing Options - share files and photos with anyone with an email address or generate a shareable link
Improved photo editing tools for desktop and mobile
360° photo support added
ConstructionOnline Drive™ - new desktop application for batch uploading, document editing, schedule imports, and email drag and drop importing

Redline™ Planroom

SmartShot™ Visual Reference Report - includes snapshots of any pins or markups on your plans, along with additional details like notes, assigned resources, cost impacts and more
Improved UDAi™ machine learning callout scanning - when new sheets are uploaded to a set, existing callouts are rescanned to establish any new links
Improved Google Map importing, including rotation adjustment
Standard Scales added to Redline Planroom for more accurate measurement calibrations

Redline™ Takeoff

Redesigned from the ground up to provide advanced takeoff capabilities and estimate integration
Improved plan upload sequence with UDAi™ machine learning - sheet numbers, names, tags and callouts are scanned automatically
New takeoff structure options - create from an existing project estimate, from a template, or from scratch
Standard Scales - now available for sheet calibration
More takeoff types, including Area, Perimeter, Linear, Pitched Linear, Volume, Count, Stamp Count, Wall Surface Area, Wall Volume and Roof
New and improved takeoff tools - including the 90° Polygon tool for accurate area and volume measurements, and Cut tools to remove areas from a measurement shape
Contextual toolbar - only shows relevant tools for the takeoff in progress
Measurements by Takeoff grid view - see a breakdown of the measurement values per takeoff, with the primary measurement type in bold
Items by Takeoff grid view - see a breakdown of the items assigned to takeoffs, along with classifications, units and more

OnCost™ Estimating Takeoff Integration

Assign Cost Book items to your takeoffs to create an estimate with a click of a button
Define your takeoff structure from an existing project estimate to get seamless cost data imports from Redline Takeoff to OnCost Estimating
Assign material and labor costs directly to your takeoffs from comprehensive, customizable Cost Books
When assigning Cost Book items to a takeoff, the list of available items are automatically filtered by their Unit of Measure compatibility with that takeoff’s measurement type
OnCost estimates now feature a Takeoff tab, so you can easily reference what portions of the estimate include costs imported from takeoff

Projects

Additional sample Projects and Templates now available
Project Summary Report now includes Punch List & Checklist information
Jobsite Instructions - new field added to Project Overviews for any site instructions or notes, like parking areas or keycodes
Project Tax Settings - tax method, types and rates can now be set at the project level and inherited by the project estimate
Project Cost Codes - cost code lists can now be assigned per project so codes can be applied to estimates, tasks, punch list items and more within the project

Support & Success

Live Chat now inside ConstructionOnline for direct access to our product experts
SmartStart™ Success Program - develop and execute a personalized plan for success with your dedicated Customer Success Manager and benefit from continued, on-demand training
Updated Knowledgebase help articles