Financial Reports
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      3. Financial Reports

      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

          HAVE MORE QUESTIONS?

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