Designed to keep construction projects on task and on target, GamePlan is ConstructionOnline's fully automated and customizable task management reporting tool that compiles all activities assigned to a particular Contact or Resource into a single, personalized task list report. These task lists can be delivered at regular intervals to the designated Contact via email and/or mobile notification, and are also accessible through ConstructionOnline, the CO™ Mobile App, and the Project Portal. By streamlining communication through the intelligent automation of GamePlan task lists, company employees, subcontractors, vendors, and other construction team members know exactly what work needs to be done, where it needs to be done, and when it needs to be completed.

📜 Download a sample GamePlan report here.

What is included on GamePlans?

GamePlan reports automatically pull from all Company & Project Calendars, Schedules, To Dos, Punch Lists, Checklists, and RFIs in ConstructionOnline to deliver a detailed plan of action to subs, suppliers, superintendents, and more. By referencing the Assigned Resource(s) on each activity, GamePlan uses data already populated to ConstructionOnline to empower teams to focus and prioritize effectively.

Can I customize what is included on GamePlans?

Yes! GamePlan reports are fully customizable for each Contact. Company Users have the ability to choose what ConstructionOnline items are included on the report, how frequently the GamePlan is sent, what day & time it's sent, the timeframe of activities included, and if activities are filtered by date or by project.

Since GamePlan settings can vary from one Contact to another, your project manager can receive a weekly list of responsibilities every Sunday at 5:00 pm while your subs might only receive a list every 4 weeks of tasks coming up in the next month.

Who can receive GamePlans?

GamePlans can be generated for any ConstructionOnline User in your system!

How many GamePlans can be set up per user?

Because GamePlans are designed to be a comprehensive task list report, only one GamePlan can be set up per user.

How often can I receive GamePlans?

GamePlans can be delivered Daily, Daily on Weekdays, Weekly, Every 2 Weeks, and Every 4 Weeks. You also have the ability to customize what week day & time the GamePlan is sent as well as the timeframe of activities included, among other customization options.

What is the advantage of using GamePlans vs. Reminders?

Using ConstructionOnline as intended will generate dozens of email and mobile reminders every day for your employees, clients, subs, and anyone else on your project team. We typically find that, when this occurs, project team members may begin to ignore reminders which can cause delays and miscommunications. GamePlan allows you to provide your team members with a single, easily digestible report detailing their own personalized task list. With the ability to deliver this list at a customized frequency, you can make sure your team stays informed, not overwhelmed. Additionally, GamePlans include information for some ConstructionOnline features that do not currently have their own reminder system, such as RFIs.

To learn more about setting up GamePlans for your project team, visit the Overview: What is GamePlan™ and Create a GamePlan Email articles.

How do I create a GamePlan?

Step-by-step instructions for creating new GamePlans can be found here.

Can I include items without a due date on GamePlans?

Yes! You can include items without a due date on GamePlans by marking the blue checkbox ☑️ next to the "Include items without a due date" option.

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How can I preview what is on a GamePlan?

You can preview GamePlans by navigating to the GamePlans feature, right-clicking on the desired Contact, and choosing the "Preview GamePlan" option from the dropdown menu. ConstructionOnline will then generate the Contact's GamePlan based on the preferences set.

Need to adjust what appears on a Contact's GamePlan or the frequency at which they receive it? Step-by-step instructions for managing GamePlan Settings can be found here.

Can I edit GamePlans?

Of course! You can edit GamePlan Settings at any time by following the step-by-step instructions found here. Please note that any edits made will only apply to future GamePlans.

What is a Quick GamePlan?

A Quick GamePlan sends an up-to-date GamePlan report between auto-send intervals. They can be manually sent by following the step-by-step instructions available in this article.

Why am I receiving GamePlan emails?

You are receiving GamePlan emails so that you can stay up-to-date on all ConstructionOnline Company Calendars Events, Project Schedules Tasks, To Dos, Punch List Items, Checklists Items, and/or RFIs that you are responsible for on your projects. GamePlan compiles all activities assigned to you in ConstructionOnline into a single, personalized task list report delivered at regular intervals designated by your company. By streamlining communication through the intelligent automation of GamePlan, your company/contractor can be assured you know what work needs to be done, where it needs to be done, and when it needs to be completed. And, you don't have to search ConstructionOnline for the information you need—it's delivered right to your email inbox!

To learn more about ConstructionOnline's GamePlan feature, visit this overview article.

Why am I not receiving GamePlan emails?

There are a couple of reasons why you may not be receiving GamePlan emails. First, ensure you have a GamePlan set up. Company Users can do this by navigating to the GamePlan feature and reviewing active Company GamePlans. ClientLink™ and TeamLink™ Users can do this by contacting their contractor. If you have confirmed your ConstructionOnline Contact has an active GamePlan but you still cannot locate your GamePlan emails, we recommend checking your email's spam or junk folders as sometimes email notifications can end up there.

In the rare instance that you still cannot locate your GamePlan emails, contact our Support Team for additional assistance. Be sure to indicate exactly which steps you’ve already tried so that we can better assist you.

What does it mean to be assigned to a ConstructionOnline item?

Being assigned to an item in ConstructionOnline means that you are either responsible for completing the item or that you have been attached to it so that you receive its notifications. For the purposes of GamePlans, you must have the appropriate GamePlans settings enabled AND be assigned to an item in order for it to be included in your GamePlan report.

For more information on what can be included on GamePlan reports, visit this FAQ. For questions about items appearing or not appearing on GamePlan reports, visit the following FAQs:

An item is missing from my GamePlan report. How can I add it?
An item is showing up on my GamePlan and I'm not sure why?

An item is missing from my GamePlan report. How can I add it?

GamePlan compiles all activities assigned to you in ConstructionOnline into a single, personalized task list report. If you are missing items on your GamePlan report, you can ensure they are added to future iterations by, first, reviewing & confirming the settings for that item are enabled within your Contact's Gameplan Settings. Once you have confirmed the proper settings are enabled, verify that you are assigned as a Contact or Resource to the item in question. This process looks different depending on the ConstructionOnline item. Here are a few resources you or your contractor can use to ensure you are assigned to the proper items:

An item is showing up on my GamePlan and I'm not sure why?

GamePlan compiles all activities assigned to you in ConstructionOnline into a single, personalized task list report. Items appear on your GamePlan because they are either assigned to you (meaning you are responsible for an action related to that item) or the item is overdue.

If you wish to remove certain items from your GamePlan reports, you or your contractor can un-assign your ConstructionOnline Contact from the item.

Can I print GamePlans?

Yes! GamePlan reports can be printed by following the step-by-step instructions found here.

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.