Navigating ConstructionOnline™

BACKGROUND

ConstructionOnline is designed with efficiency at its core, providing users with intuitive pathways to manage their construction projects effectively. Whether you're a seasoned user or new to the platform, understanding the navigation is key to unlocking its full potential. 

By ensuring that all critical destinations are readily accessible through multiple avenues, the platform provides flexibility and caters to different user preferences and workflows. The strategic grouping of related features and tools aims to streamline your processes, making potential next steps clear and enabling you to manage your projects with greater clarity and control.  

This article will address: 

• "My Agenda" View
• General Top Navigation
• Company-Level Features and Tools 
• Project-Level Features and Tools
• Left Sidebar Navigation

A. "My Agenda" View:

When logging into ConstructionOnline as a Company Employee, by default, users land on ConstructionOnline's My Agenda feature (shown above). This central hub consolidates all tasks, events, messages, and more into a single, easy-to-read dashboard. You can personalize your display not only by selecting and arranging various widgets but also through customizable accent colors for each. This dynamic view allows for direct action on items within widgets and quick navigation to the features presented. The "My Agenda" view provides real-time updates, ensuring you always have the latest information, and seamlessly integrates with other ConstructionOnline features. This consolidated view streamlines your daily workflow, empowering you to stay organized and on top of your projects. 

B. General Top Navigation:

1. +New: Ready to create a new Contact, Project, To Do, Conversation... or something else? The +New button is available on every page of ConstructionOnline to present a variety of relevant options for adding new data based on the current feature in use. 
2. Envoy™ Chat Menu: Button for Company users to access ConstructionOnline's internal instant messaging system. Avatar icons for all currently active Company Employees will display here, making it easy to initiate 1-on-1 conversations with other Company Employees. Company Admin Users will be able to view the Project & current webpage where the user is active when clicking on the Avatar icon. 
   
   1. Additionally, the general Envoy™ Chat Menu  presents options to Create a New Chat, Go to a Direct Chat, Go to Channel, Minimize Open Chats, and Hide Envoy Chat altogether. 
      
      Note: Envoy™ Chat is also accessible from the Chat window in the bottom right hand corner of ConstructionOnline. Click the ∧ icon to expand Envoy™ Chat window to access current Direct Chats and existing Chat Channels, or use the ⚙️ icon to reveal the Envoy™ Chat Menu with options to access Archived Chats, Hide Group Chats, Minimize the Chat List Window, or Hide Envoy™ Chat. 
3. Help Menu: Button that guides users to ConstructionOnline's help resources including: Live Chat, Knowledge Base of hundreds of step-by-step user guides, and UDA's Schedule Training page. 
4. Account Settings Menu: Icon for access to a variety of controls for the Company Account & the individual User Profile, including Financial Settings, Calendar & Time Settings, Public Profile & Portals, and News & Support.
5. UDA Latest News & Updates🔔: Icon for access to Comments, recent posts from UDA's Corporate Newsroom regarding the company's Latest News, New Features, and Recent Updates for ConstructionOnline™ and CO™ Mobile, and Help & Support. 
   
   

All other features and tools within ConstructionOnline are managed at either the Company- or Project-Level: 

C. Company-Level Features & Tools:


This menu provides access to the features and tools at the company-level, along with the "My Stuff" tab - giving users an all-in-one view of what's important. 

1. My Stuff: Displays all features and tools within the system that are user-specific, providing easy access to relevant information. 
2. Company Overview: Includes employees, company-specific features, templates, and more. 
3. Team Management: Includes Contacts & Companies and other resource-specific information. 
4. TrueVision™ Intelligence: Contains profitability, project health, and advanced resource tracking tools. 
5. Sales Management: Provides access to sales and CRM data, Lead Tracking and Opportunities. 
6. Files & Photos: Includes both shared company and user-specific Files & Photos.
7. Company Projects: Includes recent 🕓, favorited ⭐, and all company projects. 

D. Project-Level Features & Tools:

This menu provides access to the feature and tools available when a Project is selected. 

1. Project Selector: Displays the current Project and allows the user to choose a different Project when clicked. 
2. Feature Selector: Displays the current feature and opens the Project feature menu when clicked. 
3. Project Actions Menu: Button for quick access to a range of essential project management options. 
4. Favorite Features: Hovering over a feature in the list and clicking its star will add it to this area for easy access. 
5. Current Feature: The shaded row indicates which feature is currently selected. 
   
   

E. Left Sidebar Navigation:

1. Company Overview & Feature tabs: For added flexibility in navigating ConstructionOnline, the upper portion of the Left Sidebar mirrors the structure of the Company top navigation bar, providing another route to the platform's company-level features and tools. 
2. See All Projects: A dynamic table of all Projects, Active and Archived, in your ConstructionOnline account. 
3. Projects List: Shows all active Company Projects (both "live" & "pending"), organized by default per Project Type. Alternative options for sorting the Project List includes choosing the star ⭐ icon for favorited Projects, the clock 🕓 icon for recent Projects and the gray 3-dot Action Menu for - Alphabetically, Group by Project Group, Group by Project Stage, Group by Project Category, Group by Office, Group by Division, or Group by Region. Users can also use the search bar to quickly locate a Project.
4. Live Chat with ConstructionOnline Support Team: Connect with ConstructionOnline's Customer Success & Support Team for on-demand, 5-star assistance from trained product experts, available Monday through Friday from 9:00 am ET to 6:30 pm ET. 

ADDITIONAL INFORMATION

• ConstructionOnline has numerous right-click menus throughout the platform - want to easily access relevant options for the task at hand, like editing an RFI, updating a Schedule Task, or downloading a File? Try right-clicking!

HAVE MORE QUESTIONS? 

• If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.