Edit Selections within a Category

OBJECTIVE

To edit 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.

STEPS TO EDIT A SELECTION

    1. Navigate to the desired Project via the Left Sidebar
    2. Select the Financials tab
    3. Choose 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. Make desired changes:
      1. Name & Description: Edit the Name, Location, Due Date, Allowance, Milestone, Cost Code, Trade and/or Notes
      2. Choice Order: Drag and drop the Choices to change the order or click the pencil icon to edit the Choice
    7. Click Save Change

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