Managing Client Selections
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      Export Client Selections to Excel

      Quickly pull new home selections data into Excel spreadsheets using ConstructionOnline™

      BACKGROUND

      ConstructionOnline™ offers intuitive Client Selections tools that deliver simple, comprehensive, online selection sheets to streamline project management and personalize any given construction job. To provide optimum flexibility when managing new home selections data, ConstructionOnline™ offers Users the ability to export Client Selections data to Excel, making sharing & updating data easier. 

      STEPS TO EXPORT CLIENT SELECTIONS TO EXCEL

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Financials tab and choose the Client Selections category.
      3. Within the Selections or Selections Details pane, click the gray three-dot Actions Menu in the top right hand corner.

        selectionspanes
      4. Select the "Export to Excel" option. 

        exporttoexcel
      5. Within the Export Selections to Excel window, choose the Export format: 
        1. Include Total Rows: Exports all information currently within Client Selections 
        2. Export for Importing: Exports Client Selections data with formatting compatible for re-import to ConstructionOnline™
      6. Click the blue "Export" button to finalize the selected Export preferences and initiate creation of the external Excel file. 
        1. Upon completion, the exported Excel file will be available in the Downloads section of the web browser in use. 

      ADDITIONAL INFORMATION

      • Client Selections files exported to Excel are delivered by default in the .XLSX format.
      • Permissions: ConstructionOnline™ Company Users who have Client Selections permissions set to "Can View" and “Can Create, Edit, & Delete” can export Client Selections to Excel. 
        • ClientLink™ and TeamLink™ Users cannot export Client Selections to Excel; however depending upon the ConstructionOnline™ Company's ClientLink™ / TeamLink™ Settings, they may have permission to view, approve, and/or create Selection Choices.
      • Mobile App: Exporting Client Selections to Excel 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.