Creating a List Notes Report

The List Notes Report compiles notes entered for categories, subcategories, and items. You can add notes by clicking in the Notes column beside any category, subcategory, or item in the estimate. Notes reports can be used either internally for your company or to provide subcontractors or suppliers with instructions or information.

Create a List Notes Report

  1. In an open estimate, go to Reports > Report Wizard, and select Project Management Report and click Next. (You can also run this report from ConstructionSuite, if you go to Reports > Estimating > Project Management > List Notes Report.)

  2. Select List Notes Report and click Finish.

  3. You can also create a Notes Report by going to Reports > Project Management > Create Notes Report.

  4. Use the drop-down menu to select whether you would like to compile notes for All Categories or for a specific category.

  5. Select which types of notes (General Notes, Bid Notes, and Field Notes) you want to include in the report.

  6. Click Next.

  7. Finalize the report by selecting your Options preference, selecting if you would like to include Items with no estimated value.

  1. Click OK. The report will open in UDA OnPoint Documents.

  2. Go to File > Save to save the document.

  3. Review each section of the document for accuracy. Revise, add, and delete information as necessary. 

    UDA identifies information specific to each project by formatting the text in blue. Revise this text to meet your project needs and then change all blue text to black by clicking the change all text to black button on the Document Management toolbar.

  4. Take advantage of the features and functions in UDA Document Management to customize and organize your report information.

& NOTE: You can also create a List Notes Report directly from ConstructionSuite by going to Reports > Estimating > Project Management > List Notes Report in the interface.