Financial Reports: Estimating

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

    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 Materials List & click Create

      1. This will open the Materials List window
      1. Select the level of detail to include on the Report
      2. Click Create
        1. The Report will open in a new tab
      3. You can Share, Save, Download, Edit, or Print the Report from this tab

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