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- Financial Reports: Estimating
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Create a Materials List
OBJECTIVE
To create a Materials List in ConstructionOnline.
BACKGROUND
ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.
STEPS TO CREATE A MATERIALS LIST
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Financial Reports category
- Hover over the Materials List & click Create
- This will open the Materials List window
- Select the level of detail to include on the Report
- Click Create
- The Report will open in a new tab
- You can Share, Save, Download, Edit, or Print the Report 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.