Reporting
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      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?

          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.