Financial Reports: Estimating

Create a Purchase Order

OBJECTIVE

To create a Purchase Order 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 PURCHASE ORDER

  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 Purchase Order & click Create

    1. This will open the Purchase Order 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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