Create New Company Costbooks

OBJECTIVE

To create new Company Costbooks in ConstructionOnline.

BACKGROUND

ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure. 

THINGS TO CONSIDER

• Costbook Items must be enabled in Estimate Costbook Options for items to be inserted into the estimate. 
  • Estimate Costbook Options are project-specific, so Costbook items must be enabled per project. 
• Company Users must have permissions to add, edit, and delete Company Costbooks.
  
  • Any ConstructionOnline Company User can access Company Costbook Items and insert them in an estimate.

STEPS TO CREATE COMPANY COSTBOOKS

1. Navigate to the Company Dropdown Menu at the top right corner of the page
2. Select Company Costbooks
3. Click the green +Add New Costbook button
4. Choose Create Blank Costbook
   
5. Enter the Costbook Name and select the Currency
6. Click Save
7. Open the Costbook and begin populating data
   
   1. Choose Add a Folder to build in additional levels of organization 
   2. Choose Add an Item to begin directly populating items

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about Costbooks can be found in the article FAQ: Items Database & Costbooks. 
• 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.