ConstructionOnline Knowledge Base
English
Español
Contact UDA Support
Español
Client Selections
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
Back to home
ConstructionOnline Knowledge Base
Client Selections
Getting Started
For Company Users
For Clients & Subcontractors
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
Contacts
ClientLink™ and TeamLink™ Contacts
Lead Tracking
Lead Tracking
Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
Invoicing
Accounting Integration
Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
Calendars
GamePlan™
Daily Logging
Time Tracking
Punch Lists
Checklists
To Dos
Communication
Envoy™ Chat
Messages
Inbound Emails
Announcements
Call Logs
RFIs
Submittals
Transmittals
Redline™ Takeoff
Redline™ Planroom
Company Reporting
Employee ScoreCard™
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
CO™ Drive
Using the ClientLink™ Portal
Using the TeamLink™ Portal
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
Client Selections
Overview: What are Client Selections?
Creating Client Selections
Add a Trade to a Selection
Add an Allowance to a Selection
Set the Client Price of a Selection Choice
Add Vendor(s) to a Selection Choice
Add a Description to a Client Selections Category or Choice
Create a Client Selections Category
Add Selections to a Category
Add Choices to a Selection
Using the Selection Picker Tool
Install the Selection Picker Tool
Import Client Selections from Excel
Set Due Dates for Selections
Link a Selection to a Schedule Milestone
Enter a Location for a Selection
Upload Attachments to Selection Choices
Add an Item Image to a Selection Choice
Enter Notes for Client Selections
Add a Cost Code to a Selection
Set the Order of Categories
Set the Order of Selections
Set the Order of Selections Choices
Send Selection Email Alerts to Clients
See more
Managing Client Selections
Manage Selection Choice Visibility for Clients
Review Selection Choices Added from the ClientLink™ Portal
Edit Order/Delivery Status for Selection Choices
Show/Hide Rejected Selection Choices
Duplicate a Selection Choice
Approve a Selection Choice for a Client
Customize Order/Delivery Status Units
Set Column Order for the Selections Summary View
Set Column Visibility for the Selections Summary View
Edit a Client Selections Category
Edit a Selection within Client Selections
Edit Choices within a Selection
Revert a Client Selection to Unapproved
Delete Attachments from Selection Choices
Duplicate All Selections
Duplicate a Client Selections Category
Duplicate a Selection
Export Client Selections to Excel
Delete a Client Selections Category
Delete Selections within a Client Selections Category
Delete Choices within a Selection
See more
Financial Reports: Client Selections
Create a Selection Book
Create an All Selections Report