Opening and Saving the UDA Planning Guide

Customize and distribute the UDA Planning Guide as part of your client correspondence.

Open and save the UDA Planning Guide

  1. Open ConstructionSuite by clicking the desktop icon or by going to Start > Programs > UDA Technologies > UDA ConstructionSuite 2007.

  2. Click the ConstructionOffice tab.

  3. Click the Documents tab.

  4. Click the Planning folder.

  5. Double-click the icon for the Planning Guide. It will open in Microsoft Word.

  6. Customize the document to fit you and your client's needs.  

  7. Once you have made all desired changes, Go to File > Save As.

  8. Using the Folder tree on the left side of the window, select a folder under the Project grouping in which to save your document or spreadsheet.

  9. Click Save. A copy of the document or spreadsheet will be saved in the project folder, and the master template will still be available for future projects.

NOTE: If you want to save the UDA Planning Guide as a template, select a folder under the Template grouping in step 8 above. This will change the file type to template. For more information about document templates, see Creating and Using Document Templates.