Edit Custom Units

OBJECTIVE

To create, edit, or remove Custom Units in an Estimate.

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.

THINGS TO CONSIDER

  • Only ConstructionOnline Administrators can add, edit, or delete Custom Units.

STEPS TO EDIT CUSTOM UNITS

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open to the Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Hover over Estimate Options and select Edit Custom Units 
    1. This will open the Units window
  5. Make desired changes:
    1. Add new Units by clicking the green +Add Unit button
    2. Delete Units by clicking the gray X next to each
    3. Edit the names
    4. Rearrange the order of the units in the dropdown
  6. Click Save

    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.