Scheduling Reports
      Back to home
      1. Knowledge Base
      2. Calendars & Schedules
      3. Scheduling Reports

      Create a Schedule Summary

      OBJECTIVE

      To create a Schedule Summary in ConstructionOnline

      BACKGROUND

      Create a report showing tasks and statuses within a specific date range with optional filtering by resource by generating a Schedule Summary.

      STEPS TO CREATE A SCHEDULE SUMMARY

      1. Navigate to the desired Project via the Left Sidebar
      2. Select the Calendars & Schedules tab
      3. Choose the Schedule Reports category
      4. Hover over the Schedule Summary & click Create

        1. This will open the Schedule Summary window
      5. Choose a Resource to filter the report by (optional)
      6. Select the Date Range and what items to include
      7. Click Create
        1. The Summary will open in a new tab
      8. You can Share, Save, Download, Edit, or Print the Summary 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.