Creating Client Selections
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      3. Creating Client Selections

      Create a Client Selections Category

      With ConstructionOnline’s easy-to-use Client Selections, construction pros can create and share detailed, online selection sheets for client collaboration and approval

      BACKGROUND

      ConstructionOnline’s intuitive tools for managing new home selections help improve team communication and streamline project management by giving clients convenient online access to view and approve desired fixtures and finishes. To promote clarity and efficiency throughout the selections process, ConstructionOnline™ offers multi-level organization for Client Selections - Categories, Selections, and Selection Choices. Categories are the broadest level of organization within Client Selections and include Name & Description. Categories can support an unlimited number of Selections.

      STEPS TO CREATE A CLIENT SELECTION 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 Selections section and select the green (+) Add New Category button.

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      4. Within the New Category window, enter the appropriate Category Name and Description. 
      5. Click the blue “Create" button to create the New Category. The New Category will populate to all Selections views, including Selections Details, Selections Summary, and the Selections tab within the Project Estimate. 

      Once a Category has been created, you can begin Adding Selections to further organize options for your Client.

      • 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.”
      • Allowance, Due Date, Location, Milestone, Cost Code, and additional details are documented at the Selection level. 

      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 create a Client Selection 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 manually within the ConstructionOnline™ Mobile App.

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      View the Client Selections Workflow!

      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.