Save your construction estimate from ConstructionSuite to ConstructionOnline with UDA's user-friendly export wizard to walk you through the steps.
BACKGROUND
SuiteLink™ is the connection between UDA's web-based platform, ConstructionOnline & UDA's desktop platform for Windows, ConstructionSuite. SuiteLink lets you easily share project documents, change orders, estimates, schedules, plans, and photos with your entire project team.
THINGS TO CONSIDER
- An active TotalCare membership is required to enable SuiteLink.
- SuiteLink configuration must be completed before information can successfully be shared or synced between ConstructionSuite and ConstructionOnline.
- Estimates and Change Orders can only be uploaded from ConstructionSuite to ConstructionOnline.
STEPS TO UPLOAD AN ESTIMATE FROM CONSTRUCTIONSUITE TO CONSTRUCTIONONLINE
- Within ConstructionSuite, open the desired Estimate
- Locate the File tab in the top navigation
- Click Save to ConstructionOnline
- The Save to ConstructionOnline wizard will pop-up
- Choose how you would like to send your Estimate to ConstructionOnline
- Save as PDF
Saves estimate to Project Files in ConstructionOnline as a PDF document - Save as read-only Excel file (97-2003 or 07-2013)
Saves estimate to Project Files in ConstructionOnline as a read-only Excel document - Export estimate to ConstructionOnline Estimating*
*Recommended Best Practice
Uploads estimate data from ConstructionSuite Estimate to ConstructionOnline Estimating module where you will be able to edit/update the estimate, create custom estimate proposals & financial reports, integrate Change Orders, Selections, Invoices, and more
- Save as PDF
- Click Save to confirm selected option
- If Export estimate to ConstructionOnline Estimating was selected, you will be prompted through steps for selected export options
- Step 1: Introduction to Estimate Export
- Step 2: Export Estimate Values
☑️Option here to Include Items with no value - Step 3: Export Allowances
☑️Option here to Include Allowances with Selections - Step 4: Export Change Orders
☑️Option here to include Change Orders - Step 5: View Excluded Subcategories & Items (Options)
Click View Excluded Subcategories to see which Subcategories are classified as "Options" and will not be included in export - Step 6: Finish Export
Use "<Back" button here to change any selected upload preferences prior to completing the export of your estimate to ConstructionOnline or choose to "Cancel"
- When the upload is finished, a message will display to confirm the successful export of your estimate to ConstructionOnline. Login to your ConstructionOnline account to access the estimate online.
- If Export estimate to ConstructionOnline Estimating was selected, you will be prompted through steps for selected export options
TIPS AND TRICKS
- Estimate not appearing in ConstructionOnline after uploading?
Don't forget to refresh the page! - Uploading an Estimate will automatically link to the same Project in ConstructionOnline or create a new Project in ConstructionOnline.
- If a Estimate is uploaded as a PDF or Excel file, it will automatically be saved into the Project Files section of the ConstructionOnline Project.
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) about SuiteLink can be found in the article FAQ: SuiteLink.
- If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.