Duplicate a Client Selections Category

Create a copy of ConstructionOnline's selection sheet Categories for repeated use

BACKGROUND

Designed to streamline the new home selections process, avoid costly delays, and provide ultimate client satisfaction, ConstructionOnline's Client Selections feature gives construction pros an online platform to create, track, & share organized selection sheets. With options to duplicate Client Selections Categories, Selections, Selection Choices, or all Selections at once, Company Users have flexible options for creating selection sheets similar in scope that will save them time, money, & resources.

STEPS TO DUPLICATE A CLIENT SELECTIONS CATEGORY

1. Navigate to the desired Project via the Left Sidebar.
2. Click on the Financials tab and choose the Client Selections category.
3. Within the Selections Details pane, right-click on the name of the Category you wish to duplicate and choose "Duplicate Category" from the dropdown menu. 
4. Within the Duplicate Category window, choose from the following options:
   
   ♦ PLEASE NOTE: Duplicating Client Selection Categories also duplicates its respective Selections and Selection Choices. 
   
   1. Choose Destination Project: Select the Project, Opportunity, or Project Template you wish to send the duplicated Category to. 
      1. The current Project is selected within this field by default.
      2. Projects appear within the dropdown list in alphabetical order, followed by Opportunities and Project Templates.
   2. Uncheck any details you do not wish to include when duplicating the Category. 
      1. Keep existing Due Date: Keeps the Category's existing Selection Due Date(s) unless unchecked, which will result in blank Due Date field(s) within the duplicated Selections
         1. Due Dates may be set or changed within any Selection(s) at any point.
      2. Keep existing Allowance: Keeps the Category's existing Selection Allowance(s) unless unchecked, which will result in blank Allowance field(s) within the duplicated Selections
         1. Allowances may be set or changed within any Selection at any point.
      3. Keep existing Location: Keeps the Category's existing Selection Location(s) unless unchecked, which will result in blank Location field(s) within the duplicated Selections
         1. The Location of a Selection may be set or changed at any point. 
      4. Duplicate Attachments: Ensures all Attachments that are currently within the Category's respective Selections and Selection Choices are duplicated to the new Category
5. Finalize your duplication preferences by clicking the blue "Duplicate" button.

1. 1. A pop-up notification will appear in the bottom right hand corner of your screen confirming the Category was successfully duplicated and giving you the option to go to the "Duplicate Category" by clicking the hyperlinked text. 

ADDITIONAL INFORMATION 

• Permissions: ConstructionOnline™ Company Users who have Client Selections permissions set to “Can Create, Edit, & Delete” can duplicate Client Selections.
  • ClientLink™ and TeamLink™ Users cannot duplicate Client 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: Duplicating Client Selections is exclusively available for Company Employees via browser access to ConstructionOnline™. 

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.