- ConstructionOnline Knowledge Base
- Projects
- FAQ: Projects
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
Can I create a template with Project information I need to enter repeatedly?
Yes! With ConstructionOnline's Project Templates, you can group multiple project management elements together—creating a standardized roadmap for project creation. Project Templates can be customized to instantly generate a Project's Scope of Work, Estimate, Schedule, Selections, To Dos, Punch Lists, and more. Each Company Account can store an unlimited number of Project Templates, which can be accessed by any Company User.
Project Templates can be created by scratch, or from an existing Project within ConstructionOnline. Step-by-step instructions for both methods of creating a Project Template can be found here.