Scheduling Reports

Create a Work Order

OBJECTIVE

To create a Work Order in ConstructionOnline

BACKGROUND

Create a work order including any tasks, events, meetings, and more for a contact by generating a Work Order.

STEPS TO CREATE A WORK ORDER

  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 Work Order & click Create

    1. This will open the Print Work Order window
  5. Select the contact to create the Work Order for from the dropdown
  6. Choose the Date Range and what to include in the report
  7. Click Create
    1. The Report will open in a new tab
  8. You can Share, Save, Download, Edit, or Print the Work Order from this tab

    HAVE MORE QUESTIONS?

    • Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article. 
    • 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.