Create a Client Selection Category

OBJECTIVE

To create a Selection Category in ConstructionOnline.

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using Client Selections, you'll be able to present them with Selections in a clean format that is user-friendly and easy to interact with.

STEPS TO CREATE A CLIENT SELECTION CATEGORY

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Click the green +Add New Category button
    1. This will open the New Category window 
  5. Enter the Category Name & a Description 
  6. Click Create

Once a Category has been created, you can begin Adding Selections

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