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ConstructionOnline Knowledge Base

Client Selections

Creating Client Selections

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

Edit Order/Delivery Status for Selection Choices

Approve a Selection Choice for a Client

Set Column Visibility for the Selections Summary View

Set Column Order for the Selections Summary View

Customize Order/Delivery Status Units

Duplicate a Selection Choice

Show/Hide Rejected 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

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Financial Reports: Client Selections

Create a Selection Book

Create an All Selections Report

FAQ: Client Selections

What should my Client Selections management process look like in ConstructionOnline?

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?

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