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