Creating & Setting Up Projects

Assign a Project Number

Enter a Project Number for a ConstructionOnline™ Project.

BACKGROUND

ConstructionOnline™ Projects represent individual construction jobs and allow construction project teams to preserve important information and data with ease. Each Project within ConstructionOnline has a designated area for Project Details, which can contain the Project Name, Number, Type, Address, Currency, Scope of Work, and more. Ensuring each Company Project is assigned a Project Number will make it easier for ConstructionOnline™ Company Users to locate specific Projects in the future. 

STEPS TO ASSIGN A PROJECT NUMBER

  1. Navigate to the desired Project via the Left Sidebar.
  2. Click on the Project Name located at the top of the page.
  3. Select the option Edit Project Details.
  4. Enter the desired Project Number in the Project Number field.
  5. Click the blue Save button to finalize your changes. 

    Pro Tip: ConstructionOnline™ also supports automatic Project numbering, which can save your team considerable time and effort during Project creation! Learn more about automatic Project numbering in Configure Project Numbering Settings

    ADDITIONAL INFORMATION

    • Permissions: To edit Project Details, Company Users must be added to the Project Team AND the Project must be set to Live.
      • Company Admin Users can edit Project Details for all Projects—Live or Pending.
      • Company Users who created the Project can edit Project Details even if the Project is set as Pending. 
    • Mobile App: Project Details can also be edited via the ConstructionOnline Mobile App. 

    HAVE MORE QUESTIONS?

    • Frequently asked questions (FAQ) about Projects can be found in the article FAQ: Projects
    • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.