OBJECTIVE
To create a Current Contract Summary from an Estimate in ConstructionOnline.
BACKGROUND
ConstructionOnline's Current Contract Summary allows you to create a concise run down of the current finances for any given project.
STEPS TO CREATE A CURRENT CONTRACT SUMMARY
A. From the Financial Reports category:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Financial Reports category
- Hover over the Current Contract Summary & click Create
- This will open the Current Contract Summary window
- Select the level of detail to include on the Summary
- Click Create
- The Summary will open in a new tab
- You can Share, Save, Download, Edit, or Print the Summary from this tab
B. From the Estimate:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- This will automatically open to the Estimating category
- Click the gray 3-Dot Action Menu at the top right of the Estimate
- Choose Create Contract Summary from the dropdown menu
- This will open the Current Contract Summary window
- Select the level of detail to include on the Summary
- Click Create
- The Summary will open in a new tab
- You can Share, Save, Download, Edit, or Print the Summary from this tab
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.