Duplicate Category Selections

OBJECTIVE

To Duplicate a Selection within a 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.

THINGS TO CONSIDER

  • Duplicating a Selection will also duplicate all of the Choices within the Selection.

STEPS TO DUPLICATE A CATEGORY SELECTION

  1. Navigate to the desired Project via the Left Sidebar
  2. Click on the Financials tab
  3. Select the Client Selections category
  4. Within a Category, right-click on the desired Selection
  5. Select Edit Selection
    1. This will open the Edit Selection window
  6. Choose the Project and Category to duplicate the Selection to
  7. Uncheck any details you don't want to include in the duplicate
  8. Click Duplicate

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.