Managing Company Projects

Create a Project Team Report

OBJECTIVE

To Create a Project Team Report in ConstructionOnline

BACKGROUND

A Project Team Report is a great way track and get information about everyone currently working on a project.

THINGS TO CONSIDER

  • This report contains Company, ClientLink, TeamLink, and Basic contacts that have been assigned to a specific project.

STEPS TO CREATE A PROJECT TEAM 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. The Report will open in a new tab
  5. 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.