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Update an Existing Costbook

OBJECTIVE

To update existing Costbooks in ConstructionOnline.

BACKGROUND

ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure. 

THINGS TO CONSIDER

  • Files must be saved in .CSV format for successful import into ConstructionOnline.
  • Company Users must have permissions to add, edit, and delete Company Costbooks.
    • Any Company User can access Company Costbook Items and insert them in an Estimate.

STEPS TO UPDATE AN EXISTING COSTBOOK

  1. Navigate to the Company Dropdown Menu at the top right corner of the page
  2. Select Company Costbooks
  3. Hover over the Costbook you wish to update
  4. Click the gray 3-Dot Action Menu at the right
  5. Select Import Costbook

    1. This will open the Update Costbook window
  6. Choose the File to Import and select Update

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.