Managing Company Projects

Edit Project Details

Manage Project Details easily within the industry's leading construction management software

BACKGROUND

An integral part of ConstructionOnline's construction management software, ConstructionOnline™ Projects function as the hub for organizing, managing, and storing the critical construction information and data related to individual construction projects. 

Within a Project's Details, construction companies can add organizational details such as a Project Number or information related to the Company's Office, Division, or Region, if applicable. 

Additionally, companies can store general project data such as the Project Address, Project Type, Currency, Initial Contract Price and Duration, as well as any Project Notes. 

In the event that these details need to be updated, ConstructionOnline™ provides simple and accessible options for quick & easy modification. 

STEPS TO EDIT PROJECT DETAILS 

  1. Navigate to the desired Project via the Left Sidebar.
  2. From any tab, click on the Project Name in the top-center of the browser window.
  3. From the dropdown menu, select "Edit Project Details."
  4. Within the Project Details window, ensure you are in the Details tab. 
  5. From the Details tab, add or edit the desired changes to any of the Project's details keeping in mind:
    1. All fields within the Details tab are modifiable at any point. 
    2. Fields with the gear icon indicate a Custom field. 
      1. Custom Field Units can be added, edited, rearranged, and removed by clicking the gear icon .
  6. Finalize your modifications by clicking the blue "Save" button. 

VIDEO WALKTHROUGH 

 

Looking to edit other Project elements? Follow the links below to: 

ADDITIONAL INFORMATION 

  • Permissions: All ConstructionOnline™ Company Users have the ability to edit Project Details.
    • ClientLink™ and TeamLink™ Users cannot edit Project Details. 
  • Mobile App: While some Project Details can be modified from the CO™ Mobile App, all Project Details are exclusively available within browser access to ConstructionOnline™. 

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) about Projects can be found in the article FAQ: Projects
  • 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.