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ConstructionOnline Knowledge Base

Projects

Projects

Essential Guide to Projects in ConstructionOnline™

Creating & Setting Up Projects

Create a New Project

Create a New Project from a Template

Set Project Color

Assign a Project Number

Set Project Type

Set Project Address

Set Project Scope of Work

Set Project Currency

Set Initial Project Price

Set Initial Project Duration

Assign a Cost Code List to a Project

Assign Key Roles

Set Project Status

Add a Project Image

Add a Company User to a Project

Set Project Taxes

See more

Working with Project Templates

Create a Project Template

Favorite a Project Template

Edit a Project Template

Managing Company Projects

Edit Project Details

Favorite a Project

Duplicate a Project

Create a Project Summary Report

Replace a Project Image

Remove a Project Image

Create a Project Team Report

Remove a Company User from a Project

Download All Project Files

Archive a Project

Delete a Project

View Archived Projects

Reactivate an Archived Project

See more

FAQ: Projects

What is a Project Start?

Can I see how many Project Starts my Company has left?

Will deleting a Project give me another Project Start back?

My team hasn't created any Projects in ConstructionOnline yet, but I see several Projects on my Project List. What are they?

What does it mean when a Project is "Live" versus "Pending"?

Why is my Project greyed out on the Left Sidebar?

Can I convert my Project back to an Opportunity?

Why can't I see my Project?

Why can't my client/sub see their Project in the Portal?

Why can't my Company User see a Project?

Can I change my Project's Color?

Can I change my Project's Type?

Can I customize the numbers assigned to my Projects?

What are Project Quick Links?

Can I only create Estimates through Projects?

Can I create a template with Project information I need to enter repeatedly?

Is there a way I can track all of my Project data?

Can I download all of the data from a Project?

Can I export a list of all of my Company's Projects?

How do I archive a Project?

Can I access/download data from an archived Project?

Can I delete a Project?

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