Managing Client Selections
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      Duplicate a Selection Choice

      Experience seamless selection sheet creation with ConstructionOnline's duplicate Client Selections option

      BACKGROUND

      ConstructionOnline's automated, easy-to-use Client Selections feature allows construction companies to quickly build & share user-friendly, organized selection sheets that clients can choose their fixtures and finishes from. Within a simple web interface, ConstructionOnline™ Company Users are provided with several intuitive software solutions that can streamline the selection sheet creation process—including the duplicate option. With a simple few clicks, Users can easily duplicate Client Selections Categories, Selections, Selection Choices, or all Selections at once, protecting their project's productivity and profitability. 

      STEPS TO DUPLICATE A SELECTION CHOICE

      1. Navigate to the desired Project via the Left Sidebar.
      2. Click on the Financials tab and choose the Client Selections category.
      3. From the Selection Details pane, right-click on the name of the Selection Choice you wish to duplicate and select "Duplicate Choice" from the dropdown menu. 
      4. Within the Duplicate Choice window, choose from the following options:
        1. Choose Destination Project: Select the Project, Opportunity, or Project Template you wish to send the duplicated Selection Choice 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. Choose Destination Selection Category: Select the Category you wish for the duplicated Selection Choice to appear in. 
          1. Only Client Selections Categories from the selected Project, Opportunity, or Project Template will appear within the dropdown list. 
          2. The dropdown list populates Categories by order of creation.
            1. By default, the first Category created within the Project, Opportunity, or Project Template—regardless of reorganization—will populate to this field. 
            2. If no Categories are present within the selected Project, Opportunity, or Project Template, a "No Categories in this ____" message will appear within the field. Categories can be added to any Project, Opportunity, or Project Template at any point.
        3. Choose Destination Selection: Choose the Selection you wish for the duplicated Selection Choice to appear in. 
          1. Only Selections from the selected Category will appear within the dropdown list. 
          2. The dropdown list populates Selections by order of creation. 
            1. By default, the first Selection created within the Category—regardless of reorganization—will populate to this field. 
            2. If no Selections are present within the selected Category, a "No selections have been created for this category yet" message will appear within the field. Selections can be added to any Category at any point. 
        4. Uncheck any details you do not wish to include when duplicating the Selection. 
          1. Keep existing pricing information: Keeps existing Unit Cost, Unit, Quantity, Markup & Tax Type data unless unchecked, which will result in blank cost field(s) in the duplicated Selection Choice
            1. Selection Choice Details can be added or updated at any point.
          2. Duplicate Attachments: Ensures all Attachments that are currently within the Selection Choice are duplicated to the new Selection Choice
      6. Finalize your duplication preferences by clicking the blue "Duplicate Choice" button.
        1. Selection Choices that have been marked as "Approved" will revert to a "Pending" status when duplicated. 
        2. A pop-up notification will appear in the bottom right hand corner of your screen confirming the Selection Choice was successfully duplicated and giving you the option to go to the "Duplicate Choice" 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.