Create a GamePlan Report

CONSTRUCTIONONLINE - CREATE A GAMEPLAN REPORT

OBJECTIVE

To print a ConstructionOnline GamePlan report

BACKGROUND

GamePlan is an automatic report that compiles tasks, activities, and other information by resource from features across ConstructionOnline. This information is able to be sorted by timeframe and filtered by date or project.

THINGS TO CONSIDER

  • GamePlan settings are per user – Company User A can have a GamePlan set up for Bob, While Company User B could have a different GamePlan set for Bob
  • Each Company User can only have one GamePlan set per resource
  • Optimal implementation of GamePlan would be through our OnSite Mobile App

STEPS TO PRINT A GAMEPLAN REPORT

1.  Navigate to GamePlan in ConstructionOnline

2.  Locate the Contact whose GP you wish to print

3.  From the dropdown arrow under the Settings Column, select “print GP”

4.  Review options and adjust as desired

o   TimeFrame: Today, Tomorrow, Next Week, Next 2 Weeks, Next 4 Weeks, All, All Future Events

o   Filter By: Date (which will order all included events in chronological order) or Project (which will group all included events by associated project)

o   Content to include: Calendar Events, Scheduled Tasks (explicitly associated or all tasks), To Dos, Punch Lists Items

5.  Upload company logo to populate on report header

6.   Choose “print” to confirm settings

o   This will generate a print preview in a new browser tab, which will allow you to Print PDF, Save to ConstructionOnline (saving this GP as a project file in COL), or download to your local computer

VIDEO

RELATED TOPICS

  • Manage GamePlan Settings
  • Delete a GamePlan

SUPPORT

For additional information about GamePlan, contact UDA Technologies at 800-700-8321.