Create a Current Contract Summary

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:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Financial Reports category
  4. Hover over the Current Contract Summary & click Create
     
    1. This will open the Current Contract Summary window
  5. Select the level of detail to include on the Summary
  6. Click Create
    1. The Summary will open in a new tab
  7. You can Share, Save, Download, Edit, or Print the Summary from this tab

B. From the Estimate:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
    1. This will automatically open to the  Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Choose Create Contract Summary from the dropdown menu

    1. This will open the Current Contract Summary window
  5. Select the level of detail to include on the Summary
  6. Click Create
    1. The Summary will open in a new tab
  7. You can Share, Save, Download, Edit, or Print the Summary from this tab

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