ConstructionOnline Knowledge Base
English
Español
Contact UDA Support
Español
Projects
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Back to home
ConstructionOnline Knowledge Base
Projects
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Projects
Creating & Setting Up Projects
Create a New Project
Create a New Project from a Template
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
Set Project Color
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?
See more