Creating Client Selections
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      2. Client Selections
      3. Creating Client Selections

      Enter a Location for a Selection

      Keep selection sheets organized by adding a specific location for each Selection in ConstructionOnline™.

      BACKGROUND

      As the industry-leading online platform for construction management software, ConstructionOnline™ provides easy-to-use online tools for creating & managing selection sheets with Client Selections. Using Client Selections, ConstructionOnline™ Company Users can easily share selection sheets with clients, document client approvals, and track key metrics like due dates, overages, and more. Company Users can also add a location for each individual Selection—making it much easier for clients to keep track of all fixtures & finishes within the job. 

      STEPS TO ENTER A LOCATION FOR A SELECTION

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab, then choose the Client Selections category. 
      3. Scroll down to the Selections Details pane and locate the desired Selection.
      4. Right-click the desired Selection and select the Edit Selection option.
      5. Enter the chosen location in the corresponding Location text box. 

        Enter a location for a Selection
      6. Click the blue Save Changes button to finalize the new location. 
        1. If the Selection has already been approved, a pop-up message will appear asking you to confirm that you would like to revert the Selection to "Pending" and notify your clients.

          Reset Selection pop-up message
          1. Click the blue Save and Revert button to verify your decision and save the new location for the Selection.

      ALTERNATIVE ACCESS POINT

      • If the Selection is set to "Pending", the Pending Selections pane can be also used to access the Edit Selection option. Right-click one of the Selections to open the Edit Selection window. 

      ADDITIONAL INFORMATION

      • A location can only be entered at the Selection level––not the Category or Selection Choice levels. More information about the different Client Selections levels can be found in Overview: What are Client Selections?
      • Company Users can generate a professional, print-ready report that organizes Selections by location with the Selections by Location Report.
      • Permissions: Company Users must have permissions for Client Selections set as "Can Create, Edit, & Delete" to enter a location for a Selection. 
      • ClientLink/TeamLink Access: ClientLink™ and TeamLink™ Users with Client Selections permissions set as "Can View Selections..." can view locations for Selections but cannot enter locations for Selections. 
      • Mobile App: Company Users can enter a location for a Selection using the ConstructionOnline Mobile App. 

      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.