OBJECTIVE
To create a Selection Book for a Project's approved selections in ConstructionOnline.
THINGS TO CONSIDER
- Selections will not appear in the Selections Book until approved
STEPS TO CREATE A SELECTION BOOK REPORT
A. From the Financial Reports category:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Financial Reports category
- Click the Selections tab at the top right of the Financial Reports pane
- Hover over the Selection Book & click Create
- This will open the Create Selection Book window
- Filter the selections by Category, Vendor, and/or Location if you wish
- Click Create
- The Selection Book will open in a new tab
- You can Share, Save, Download, Edit, or Print the Selection Book from this tab
B. From the Client Selections category:
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Client Selections category
- Click the gray 3-Dot Action Menu at the top right of the Selections pane
- Select Create Selection Book from the dropdown menu
- This will open the Create Selection Book window
- Filter the selections by Category, Vendor, and/or Location if you wish
- Click Create
- The Selection Book will open in a new tab
- You can Share, Save, Download, Edit, or Print the Selection Book from this tab
HAVE MORE QUESTIONS?
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