Edit Choices within a Selection

OBJECTIVE

To edit a Choice within a Selection 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 CHOICE

  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 Selection, right-click on the desired Choice
  5. Select Edit Selection Choice
    1. This will open the Edit Selection window
  6. Make desired changes:
    1. Details:
      1. Name & Description: Choice name, Vendor information, & description
      2. Markup & Price: Calculate the Client Price
    2. Attachments: Files attached to the Choice
    3. Item Image: Images of the Choice
  7. Click Save Changes

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.