ConstructionOnline Knowledge Base
English
Español
Contact UDA Support
Español
Client Selections
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: 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
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: 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
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Back to home
ConstructionOnline Knowledge Base
Client Selections
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Items Database & Costbooks
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Invoicing
FAQ: 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
FAQ: Scheduling
Calendars
FAQ: Calendars
GamePlan™
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
Time Tracking
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: 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
FAQ: Files & Photos
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
CO™ Mobile App
App Preferences
App Navigation
App Usage
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
Client Selections
Overview: What are Client Selections?
Creating Client Selections
Create a Client Selections Category
Add Selections to a Category
Add Choices to a Selection
Using the Selection QuickPick Tool
Install the Selection QuickPick Tool
Add an Allowance to a Selection
Add Vendor(s) to a Selection Choice
Add a Cost Code to a Selection
Add a Trade to a Selection
Add a Description to a Client Selections Category or Choice
Add an Item Image to a Selection Choice
Upload Attachments to Selection Choices
Enter a Location for a Selection
Enter Notes for Client Selections
Import Client Selections from Excel
Set Due Dates for Selections
Set the Client Price of a Selection Choice
Send Selection Email Alerts to Clients
Link a Selection to a Schedule Milestone
Set the Order of Categories
Set the Order of Selections
Set the Order of Selections Choices
See more
Managing Client Selections
Set Column Visibility for the Selections Summary View
Set Column Order for the Selections Summary View
Customize Order/Delivery Status Units
Approve a Selection Choice for a Client
Duplicate a Selection Choice
Show/Hide Rejected Selection Choices
Edit Order/Delivery Status for Selection Choices
Review Selection Choices Added from the ClientLink™ Portal
Manage Selection Choice Visibility for Clients
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
FAQ: Client Selections
How do I add the selection picker tool to my browser?
Can my client see the tax and markup I put on my selections?
How can my client sign off on their selections?
If a client changed their mind, do I have to delete the selection and start over?
How can a client add their own selections?
What is the difference between a Category, Selection, and Choice?
Can I make a selection for a client?
Can a client select multiple Choices?
How do I print a selection sheet for clients?
How can my clients make selections if they do not want to use the ClientLink™ Portal?
How do selection overages affect my estimate?
See more