Add Cost Codes to Transmittals

OBJECTIVE

To Add a Cost Code to an existing transmittal in ConstructionOnline

BACKGROUND

With ConstructionOnline Transmittals, you'll keep your project documentation clear and concise so you projects stay on track. Transmittals allow you to know what was sent and when, so you'll be covered in the future in case of legal disputes or any questions of liability.

THINGS TO CONSIDER

  • Company must have a Commercial ConstructionOnline account to access Transmittals
  • Transmittals must be associated with an existing contact

STEPS TO ADD A COST CODE TO A TRANSMITTAL

  1. Navigate to the desired Project via the Left Sidebar
  2. Click the Communication tab
  3. Select the Transmittals category
  4. Right-click on the Transmittal, or click the Three Dot Action menu at the top right
  5. Select Edit Transmittal
    1. This will open the Edit Transmittal window
  6. Begin typing in the Cost Code field
    1. A dropdown will appear displaying all of the Cost Codes that match your search for you to select from
  7. Choose the desired Cost Code
  8. Click Save or Save & Send 

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.