Create a Project Summary Report

OBJECTIVE

To Create a Project Summary Report in ConstructionOnline

BACKGROUND

With the Project Summary Report, you are able to document and track all aspects of a project in a single, easy-to-create report.

THINGS TO CONSIDER

• The Project Summary Report can include: Project Image, Scope of Work, Project Team, Estimate Summary, Change Orders, and Schedule Summary.
• Project Summary Reports include Company Branding and are generated as print-ready PDF documents.

STEPS TO CREATE A PROJECT SUMMARY REPORT

1. Navigate to the desired Project via the Left Sidebar
2. Click the Project Name in the top-center of the page
3. Hover over Print
4. Select Project Team
   1. This will open the Project Summary window
   
5. Choose what to include in the Summary & click Create 
   1. The Report will open in a new tab
6. You can Share, Save, Download, Edit, or Print the Report from this tab

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Projects can be found in the article FAQ: Projects. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.