Financial Reports: Estimating
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      3. Financial Reports: Estimating

      Create a Materials List

      Generate a list of construction materials directly from a Project's Estimate data.

      BACKGROUND

      ConstructionOnline's OnCost™ Estimating provides improved construction job cost data visibility with over 150 customizable reports. By generating a Materials List Report, ConstructionOnline users can easily identify material cost allocations across different vendors or resources. 

      🗒️Note:

      The Materials List is a Classification-based report. Only items  that have been classified as "Material" in the Estimate are eligible to be included in the Materials List Report. 

      Visit Set Classifications within an Estimate to learn more about applying Classifications in ConstructionOnline. 

      STEPS TO CREATE A MATERIALS LIST

      1. Navigate to the desired Project via the Left Sidebar.

      2. Select the Financials tab.

      3. Choose Financial Reports to access reports related to Estimates, Selections, Change Orders, Profitability, and more.

        1. Click the Estimates shortcut at the top of the Report Library to quickly locate the collection of Estimating Reports.

      4. Navigate to the Materials List.

      5. Click "Create" to open the Report Generator. The Report Generator will guide you through four steps to complete the report creation process.

            1. Fill in Details: Within the Details tab - 

              1. Choose the Estimate from which to pull the material data. The selected Project's Estimate will be preloaded already, but a different Estimate can be selected if desired.

              2. Select a Resource/Vendor. Selecting a specific Resource/Vendor applies a filter to the Estimate Items that will be available for inclusion in the Materials List Report.

              3. Customize the columns that will be displayed in the report. By default, each option (Quantity, Unit, Unit Cost, Total Cost) will already be selected. 

              4. Add additional notes if desired. Any text entered here will populate to the top of the Materials List Report. 

              5. Adjust the Report Options. The report will include Item Descriptions and Item Images by default. Uncheck those options to disable. The option to "Include Subcategories with zero quantity" will not be enabled by default, but checking the box here will enable this option. 

            2. Choose Items to Include: Within the Included Items tab, users select from items classified as “Material." If a Resource/Vendor was selected in Step 1, the available Items to Include will be filtered by that Resource. From the available items - 

              1. Decide which Items to Include in the report (with the option to de-select as needed) by:

                1. Entire list

                2. Category

                3. Subcategory

                4. Item by Item

              2. The search bar can be used to locate specific items if needed.

              3. The Materials List Total will update as items are added.

            3. Insert Default Text: Users can choose to include Upper and/or Lower Default Text Blocks on the report. 

              1. This list of available text blocks will populate from the Company list of existing Default Text Blocks. Selecting "Manage Default Text Blocks" will open the Default Text Blocks editor which can be found within Company Settings. 

            4. Select Which Header & Footer Set to Apply:  Pick a Header & Footer Set to apply to the report as desired.

              1. If any Header & Footer Set configurations for specific project conditions have been met, the appropriate Header & Footer Set will be automatically applied. Otherwise, the Default Report Header & Footer Set will be preselected.
              2. All Default Header & Footer Sets for the Company will be listed here for easy modification if needed. Selecting the option to Manage Header / Footer Sets provides access to Header & Footer Set configurations within Company Settings.
      6. Click "Create" to finalize the selected report options. ConstructionOnline's Text Editor will open in a new tab with a PDF preview of the Materials List Report. 

        1. Within the Text Editor, users can Share, Save, Download, Edit, or Print the document.

          1. Share: Share via Email or to the integrated cloud storage.

          2. Save: Choose file type and destination within ConstructionOnline.

          3. Download: Save to the user's device as a PDF.

          4. Edit: Make any final standard text editor changes (font, text size, text color, hyperlinks, etc.) to the individual report.

          5. Print: Send the document to a local printer.

      ADDITIONAL INFORMATION

      • Permissions: Company Employees must have their permissions set to "Can View" for Estimating in order to generate a Materials List.

      • ClientLink™/TeamLink™ Access: A Materials List (along with any other report) can be copied to the ClientLink or TeamLink portal after it has been saved within the Project in ConstructionOnline. For more information on copying documents to ClientLink or TeamLink portals, check out Copy Albums/Folders to the Portal.

      • CO™ Mobile App: ConstructionOnline Reports can be viewed, shared, and downloaded using the CO™ Mobile App. However, generating reports is exclusively available via browser access to ConstructionOnline.

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