Creating Client Selections
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      3. Creating Client Selections

      Add Selections to a Category

      Easily group & manage construction selection sheets using ConstructionOnline’s Client Selections

      BACKGROUND

      Through a user-friendly web interface, ConstructionOnline™ offers intuitive tools for delivering simple, comprehensive new home selections to streamline project management and personalize any given construction job. Nestled within Categories, Selections give ConstructionOnline™ Users more flexibility when it comes to managing various Choices for the clients. With this multi-leveled approach to selection sheet organization and management, companies can stay on track while providing clients with the ultimate power of choice. 

      PREREQUISITES

      • A Client Selections Category must be created for Selections to be added. 
        • “Category” is the broadest level of organization available for Client Selections. Beyond Categories, Client Selections are further segmented by “Selections” wherein individual “Choices” are populated. 
          • Categories can have an unlimited number of Selections, and each Selection can have an unlimited number of Choices. 
          • Only one Choice per Selection can be marked as “Approved.” 

      STEPS TO ADD SELECTIONS TO A CATEGORY

      1. Navigate to the desired Project via the Left Sidebar.
      2. Click the Financials tab and choose the Client Selections category.
      3. Scroll to the Selection Category you wish to add a Selection to and click the green (+) Add Selection button.

        Add a new Selection button
      4. Within the New Selection window, enter the Selection Name (this step is required), then fill in any additional information as desired: 
        1. Location: The room, building, or other identifying location relevant to the fixtures and finishes at hand (i.e. Kitchen, Master Bathroom, 10th Floor, Building 6, etc.)
        2. Due Date: The date by which the approval of a Choice is due 
        3. Allowance: The dollar amount allocated for this Selection 
        4. Milestone: A date within the Project Schedule to which the Selection can be linked for advanced, connected project management
        5. Cost Codes: Choose the desired Cost Code for the Selection from the dropdown menu
          1. Cost Codes must be assigned to the Project to populate here.
        6. Trade: Select a Trade to attach to the Selection 
          1. This field can be customized.
        7. Selection Notes: Any additional Notes about the Selection 
        8. Selection Choice Visibility: Company Users will find that they are able to choose between two visibility settings within the Selection Detail modal to designate which Selections and subsequent Choices are visible for ClientLink™ Contacts in the ClientLink™ Portal: 
          1. This Selection and its Choices will be visible to clients in the ClientLink™ Portal if they have permission to view Selections. 
          2. This Selection and its Choices will not be visible to clients in the ClientLink™ portal, regardless of their permission settings. 
      5. To finalize the Selection, click the blue “Create” button to Create the New Selection. The Selection will populate under its respective Category. 

      Once a Selection has been added to a Category, you can begin to Add Selection Choices for your clients: 

      • Each Selection can have an unlimited number of Selection Choices. 
      • Only one Selection Choice per Selection can be marked as “Approved.” 

      ADDITIONAL INFORMATION

      • Client Selection Categories, Selections, and Choices can be created manually per Project, included as part of a Project Template, or imported from Excel.
      • Permissions: Only ConstructionOnline™ Company Users with “Can Create, Edit, & Delete” permissions can add selections to a category.
        • ClientLink™ and TeamLink™ Users cannot create Categories or Selections, however depending upon the ConstructionOnline™ Company's ClientLink™ / TeamLink™ Settings, they may have permission to view, approve, and/or create Selection Choices.
      • Mobile App: New Categories, Selections, and Choices can be created within the ConstructionOnline™ Mobile App.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) about Client Selections can be found in the article FAQ: Client Selections. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.