UDA - List of Advanced Features

7 Reasons to upgrade to UDA Construction Office

UDA Estimating

Fully dynamic environment with intelligent reporting features
Ability to add, insert, revise or delete estimating worksheets, categories, subcategories and items
Ability to move estimating worksheets, categories, subcategories and items up or down,
Ability to move estimating items up or down into another subcategory
Ability to combine items from multiple subcategories into a single subcategory
Ability to make any item its own subcategory with new subordinate items
Automatically select lump sum or detailed estimating methods for each subcategory
Option to calculate tax on materials or tax on services for each item
Separate basis for materials and service taxes
Record and save general, bid and field notes for all categories, subcategories and items
Save multiple images with individual notations in category, subcategory or item note fields
Timestamp and initials or name on notes
Select from 10 preconfigured estimating units or add custom unit fields

Estimating - Structure & Synchronization

Create an estimate using the new estimate wizard
Create a new estimate directly from a project schedule in UDA Scheduling using an identical framework structure
Bi-directional synchronization between UDA Estimating and UDA Scheduling
Import and reference images and notes from scheduling task notes in UDA Scheduling
Import and reference start date, end date and duration from scheduled tasks in UDA Scheduling
Enter project durations for categories and subcategories when generating a schedule in UDA Scheduling

Estimating - System Integration

Ability to upgrade/update a 2003 UDA Estimate into UDA Estimating
Ability to clear all estimated figures in a specific category or sheet
Show header and footer information for quick access to printing features
Built in zoom features for better viewing options
Additional viewing options for hiding or showing actual/variance, tax, unused categories and subcategories
Ability to add or remove a preconfigured company overhead and margin sheet
Company Overhead and Margin Sheet has additional integrated optional subcategories that calculate using advanced percent margin or percent of costs

Estimating - Navigation & Reports

Fully integrated proposal wizard with specific project allowances referenced from the project estimate.
Ability to check spelling on document including Category, Subcategory and Item Notes
Create a new schedule with an identical framework structure directly from UDA Estimating
Option to hide all itemized items when selecting lump sum estimating method
Option to apply uniform sales tax type to all items in a subcategory when selecting first Item in subcategory
Option to apply uniform estimating item type to all items in a subcategory when selecting first item in subcategory
Option to adjust width of estimating name column on both Project Totals & category pages
Generate detailed reports on all estimate items with a specific estimate unit type, i.e. allowance, per hour, per lf, per sf, etc...
Alphabetize category sheets in navigation toolbars
Project Report Wizard

Estimating - Project Database

Built-In New Project Wizard with easy-to use interface
Access comprehensive project information from the project database
Automatically create new project subfolder
Automatically direct estimates and generated reports or forms to project subfolder on Save or Save As

Estimating - Application Integration

Export category and subcategory lists directly to MS Project (XT versions)
Option to insert company or project logo on Project Totals or category pages
Custom titles and subtitles
Option to insert background image on Project Totals page
Print notes report feature
Multiple predesigned color schemes
Custom color options
Save read-only versions of the estimate for Subcontractors, Suppliers, Clients, Bankers, etc..
Export read-only project estimates for viewing on PocketPC
Advanced QuickBooks Integration
Export dynamic QuickBooks Accounts from UDA Estimating
Export dynamic QuickBooks Items from UDA Estimating
Export cost basis for QuickBooks Items directly from UDA Estimating
Automatically add markup to individual QuickBooks Items as they are exported to QuickBooks
Option for Percent Margin or Percent of Costs markup in QB items
Option to include or exclude Company Overhead & Margin as a separate QuickBooks item

Summary Estimating

Improved flexibility and speed
Fully dynamic QuickBooks Integration
Export dynamic QuickBooks Accounts from UDA Summary Estimating
Export dynamic QuickBooks Items from UDA Summary Estimating
Expanded Notes Fields for Estimate Items
Built-In New Project Wizard with easy-to use interface
Access project information from project database
Automatically create new project subfolder
Automatically direct estimates and generated reports or forms to project subfolder on Save or Save As

Specifications

Wizard based specifications book creation tools
Automatically generate a table of contents with page numbers
Ability to navigate the spec book using automated hyperlinks in the table of contents
Ability to refresh the table of contents and page numbers after making changes
Ability to refresh the table of contents and page numbers on save, print, etc...
Enhanced, updated and new specifications
Save read-only versions of the specifications book for subs, suppliers, clients, bankers, etc..
Edit, revise or delete individual specifications directly from the specifications wizard

Construction Office Desktop

Built-in New Project Wizard with easy-to-use interface
Enter, edit and search project info from project database
Automatically create new project subfolders
Automated file backup manager (UDA ProjectBackup) for single user versions
Automated file backup manager (UDA ProjectBackup) for multi-user or network versions
Automated file synchronization manager for multi-user versions (with UDA ProjectSync)
Automated file synchronization manager for network versions (with UDA ProjectSync)
Launch Custom Auto Doc component from the Construction Office Desktop
Launch UDA ProjectBackup manager from Construction Office Desktop
Launch UDA ProjectSync manager from Construction Office Desktop
Solutions for construction management projects
Enhanced administration features for modifying master documents
Improved speed and general performance
Smaller file and application size with direct access to master documents from Construction Office Desktop
List and sort all project subfolders for direct access from Construction Office Desktop
Custom Documents Folder for Custom Master Templates created with UDA Custom AutoDocs
Ability to install Construction Office on hard drive at C, D, E, F, etc... locations

UDA QuickBooks Integration

Dynamically create QuickBooks chart of accounts from UDA Estimating
Dynamically create QuickBooks items list from UDA Estimating with matching QB account structure
Generated QuickBooks items are linked directly to matching QuickBooks accounts from UDA Estimating
Dynamically create a budget in Quickbooks that matches the estimate structure from UDA Estimating
Choose from multiple QuickBooks account types: expense, cost of goods sold, long term liability, other current liability, fixed asset, other current asset, current asset, income, other income, other expense
Choose from multiple QuickBooks item types: service, non-inventory part, other charge
Include item costs from UDA Estimating into QuickBooks
Includes prorated sales tax in QuickBooks item cost structure

QuickBooks - Markup & Items

Automatic mapping/comparison of existing QuickBooks account structure to proposed account structure and names
Option to create an estimate in QuickBooks from project totals page or entire workbook
Option to include item costs in QuickBooks estimates
Option to not import company overhead and margin totals when using item costs in QuickBooks estimates
Option to add custom markup when using item costs in QuickBooks estimates
Automatically sets custom markup of QuickBooks items equal to original estimate markup
Option to calculate custom markup using either percent of costs or percent margin methods

QuickBooks - Invoices & Purchase Orders

Detailed customer/project/job information
Invoice from QuickBooks
Ability to invoice, estimate, create purchase orders using a detailed construction specific items list in QuickBooks created from your items
Option to create QuickBooks invoices from UDA Estimating
Ability to create QuickBooks invoice with item quantities, costs and prorated taxes from specific estimate category or sheet
Option to add custom markup to invoiced items in QuickBooks
Option to calculate custom markup using either percent of costs or percent margin methods
Ability to create a QuickBooks purchase order with item quantities, costs and prorated taxes from specific estimate category or sheet
Ability to reference an existing QuickBooks vendor or create a new vendor for purchase orders

UDA Document Management

Built-in New Project Wizard with easy-to use interface
Ability to input project information directly from project database
Automatically create new project subfolders for separately storing all documents and workbooks for each project
Automatically direct documents to project subfolder on Save or Save As
Ability to assign tasks via email to Subcontractors, Suppliers, Clients, etc..
Automated Document Management wizards featuring direct integration with MS Outlook and UDA project database
Option to enable or disable document management
Option to enable or disable document wizards
Launch specific projects folders from document management wizard
Added Client Copy and Office Copy to predefined watermark options
Automated transmittal form attached to document preformatted with contact information
Automated fax form attached to document preformatted with contact information
Automated memo form attached to document preformatted with contact information
Automated envelope template attached to document preformatted with contact information
Enhanced integration with Microsoft Outlook 2003 with Business Contact Manager
Access to business contacts in Microsoft Outlook 2003
Option to disable Outlook integration in contract wizards
Option to enter contact information directly using Document Management Wizard
Additional fields for integrated document management with Outlook
Ability to automatically repair/rebuild/update the project database so that any active document project fields are available through UDA Document Management

UDA Custom AutoDocs

Custom AutoDocs Wizard for creating custom templates with full document automation
Additional fields for Custom AutoDocs automation with Outlook
Custom documents folder accessible from Construction Office interface
Custom AutoDocs templates automatically save into Custom Documents folder
Custom documents folders are accessible directly from Microsoft Word
Automated template builder

UDA ProjectBackup

Automated file backup system for My Project folders - Safely backs up all files and folder structures
Option to run backup system on demand
Option to run backup system on start-up, shut-down or both
Scheduled backup - Backups occur automatically at a scheduled time of day or day of week
Scheduled interval backup - Backups occur automatically at a scheduled interval of time (i.e. every 2 hours)
Extend the power of UDA ProjectBackup by synchronized scheduled backups with UDA ProjectSync (sold separately)
Powerful easy-to-use interface
Ability to back up files to a network server, storage device, network computer or same computer
Built-in status and reporting - Shows source and selected target location and files replicated
Ability to back up all open and/or locked files currently in use
Option to keep or delete source files/folders after backup to target
Option to rename Backedup files as "copy of ..."
Ability to archive entire My Project directory with time and date stamp folder information
Run backup manager in background or stealth mode - Hide/show transfer dialog and overwrite conformation
Optional date stamp or copy of file naming

UDA ProjectSync

Automated file synchronization system for My Project folders - Synchronizes all files and folder structures
Synchronize multiple source and target folder pairs between separate computers - network server, storage device or any networked comp.
Option to synchronize system on demand
Option to synchronize system on start-up, shut-down or both
Scheduled synchronization - Synchronizations occur automatically at a scheduled time of day or day of week
Scheduled interval synchronization - Synchronizations occur automatically at a scheduled interval of time (i.e. every 2 hours)
Powerful easy-to-use interface
Ability to synchronize files to a network server, storage device, network computer or same computer
Standard synchronization mode - Duplicates/ copies any updated or new files/folders from source to target
Bi-directional synchronization mode - Duplicates/ copies any updated or new files/folders from source to target and target to source
Built-in status and reporting - Shows source and selected target location and files synchronized
Ability to synchronize all open and/or locked files currently in use (in-use files)
Extend the power of UDA ProjectBackup with synchronized backups

UDA Scheduling

Unlimited project length - Project Duration can span multiple years/phases
Over 900 percent speed improvements
Ability to schedule multiple projects on a single schedule (XT Version)
Ability to insert new projects at top, bottom or any selected location of task list (XT Version)
Ability to combine separate projects into a single schedule
Ability to upgrade/update a 2003 UDA Schedule into UDA Scheduling

Scheduling - View Options

Show/hide all project bars, headers and tasks for individual projects
Option to insert custom image/ company logo in Title Bar
Option to insert background image
Custom titles and subtitles
Multiple predesigned color schemes
Custom color options

Scheduling - Critical Path & Predecessors

Ability to set predecessors between subtasks in other projects
Ability to set predecessors between headers in other projects
Ability to set predecessors between tasks in other projects
Option to automatically set predecessors when scheduling a task immediately before or after another task
Show/find duplicate task names within single or multiple projects (design efficient predecessor relationships between projects or phases)
Show/find a task and predecessor within single or multiple projects (show predecessor relationships between projects or phases)
Show/find CPM tasks (tasks with predecessors) above/before a selected task within single or multiple projects (show all predecessor relationships between projects or phases)
Show/find All CPM tasks (tasks with predecessors) for a selected task within single or multiple projects (show all predecessor relationships between projects or phases)
Automatically warns user when moving a task start date before a predecessor

Scheduling - Navigation

View standard/default schedule information columns - typical data columns viewable status
Show/find Milestones within single or multiple projects (typically non-monetary events, i.e. inspections, deadlines, etc.)
Save and send read-only versions of estimates for Subcontractors, Suppliers, Clients, Bankers, etc..
Email as attachment read-only versions of the schedule
Shift all projects by number of days forward or backward on Gantt Chart
Shift a single project by number of days forward or backward on Gantt Chart
Shift project start date to a specific date
Navigate project by month - Jump to a specific month
Navigate to today on Gantt Chart
Active Scroll for automatic scrolling of Gantt chart window pane - Automatically finds task bar for selected tasks
Option to show task duration on task bar on Gantt Chart
Option to show percentage complete on task bar on Gantt Chart
Option to show estimated value of task synchronized from UDA Estimating
Option to adjust width of Task Name column

Scheduling - Streamline Data Entry

Create tasks directly on the Gantt Chart by selecting a range of dates
Move/slide tasks directly on Gantt Chart dynamically updating start and end dates
Extend or reduce duration of tasks directly on Gantt Chart
Access task information directly from task bar on Gantt Chart
Customizable work weeks - Define which days (Monday - Sunday) are calculated as work days
Automatically offers to adjust start or end date when trying to schedule a task on a non-working day
Customizable holiday schedule
Automatically generate project durations modeled by different work weeks
Extended the time options prior to the scheduled start for planning and scheduled start reminders
Option to automatically insert date on new task
Option to automatically insert one day duration on new tasks
Options to automatically compress schedule for maximum efficiency when using predecessors and CPM
Optional lag time for each predecessor dependent start date - Positive or negative days until start of next task
Automatically offers to adjust lag time when trying to move/slide a scheduled task with a predecessor

Scheduling - Reports & Automation

Generate report (automated word document) for tasks by week
Generate report (automated word document) for all tasks for multiple weeks - date to date
Generate report (automated word document) for tasks for month
Generate report (automated word document) for tasks from month to month
Generate status report (automated word document) to identify tasks that have an end date before today that are not 100 percent complete
Generate chart without charting inactive tasks
Generate work order (automated word document) for selected tasks - single or multiple tasks
Email as attachment work orders for selected tasks - single or multiple tasks
Ability to delete inactive tasks and blank rows
Deactivate multiple selected and/or non-contiguous tasks
Delete multiple selected and/or non-contiguous tasks
Up

Scheduling - Estimating Integration

Create a new schedule directly from a project estimate in UDA Estimating using an identical framework structure
Import dynamic estimate from UDA Estimating into matching schedule structure
Import multiple dynamic estimates from UDA Estimating into combined schedule structure
Bi-directional synchronization between UDA Scheduling and UDA Estimating
Import and reference images from estimate notes
Timestamp and initials or name on notes
Save multiple images with individual notations in task note fields
Print notes report feature

Scheduling - Printing Features

Ability to check spelling on document including all project notes
Option to view schedule with maximum compression for compact viewing
Built in zoom features for better viewing options
Option to print schedule with maximum compression for compact print size (hides non-workdays, inactive tasks, reduces font sizes and column widths)
Option to print schedule from a selected month to a selected month
Option to print schedule task names and dates only from a selected month to a selected month
Option to print schedule Gantt Chart only from a selected month to a selected month
Option to print schedule in standard portrait or landscape format
Export read-only project schedules for viewing on PocketPC
Enhanced export features for MS Project to include predecessor lag time (XT versions)

Scheduling - System Integration

Built-In New Project Wizard with easy-to use interface
Access project information from project database
Automatically create new project subfolder
Automatically direct schedules and generated reports or forms to project subfolder on Save or Save As