Working with Project Templates
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      Favorite a Project Template

      Streamline project creation with favorite Project Templates.

      OBJECTIVE

      To save a favorite Project Template in ConstructionOnline. 

      BACKGROUND

      ConstructionOnline is engineered to help construction companies streamline project management through the execution of scalable, repeatable processes. A Project Template can save valuable time during initial project setup by acting as a standardized roadmap for project creation. Frequently used Project Templates can be marked as favorites by Company Employees—making it even easier to instantly generate a new Project.

      THINGS TO CONSIDER

      • Favorite Project Templates will appear at the top of the Company Project Template list. 
      • When creating a new Project from a Template, a Company Employee's favorite Project Templates will appear at the top of the list of Project Template options.
      • A Project Template must exist before it can be saved as a favorite.
      • Each Company Employee can set their own individual favorite Project Templates.
        • Favorite Project Templates are unique to each Company Employee. Company Employees cannot view the favorite templates of other Company Employees.

      STEPS TO FAVORITE A PROJECT TEMPLATE

      1. Navigate to the Company Overview page using the Left Sidebar.
      2. Choose the Company Projects tab and then select the Templates category.
      3. Under All Project Templates, locate the desired template. 
      4. Click the star icon next to the corresponding template.

        Favorite a Project Template
        1. To remove a template from Favorites, click the star icon again.

      The star icon is not the only interaction that can favorite Project Templates! After Step 3, try clicking the words Manage Favorites or the grey three dot menu instead.

      ALTERNATIVE ACCESS POINT

      •  The Company Projects page can also be found within the Company Dropdown Menu. 
          1. Locate the Company Dropdown Menu found in the top right corner of Construction Online.
          2. Under Company Settings, select Company Projects. 
          3. Select the Templates category. 
          4. Follow Steps 3 and 4 as listed above. 

      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.