Review Selection Choices Added from the ClientLink™ Portal

Confirm new home selections added by ClientLink™ Users to ConstructionOnline's Client Selections

BACKGROUND

As a part of the industry-leading online platform for construction management software, ConstructionOnline™ offers intuitive solutions designed to help construction companies quickly & easily create, share, and track new home selections. ConstructionOnline's unique selection sheet management tool—known as Client Selections—gives construction companies the ability to not only build new home selections internally, but also allow clients to submit their desired fixtures and finishes through the ClientLink™ Portal, with appropriate permissions enabled. Once a Selection Choice has been submitted by a ClientLink™ User, Company Admins are prompted to review, confirm, and/or approve the Selection Choices within ConstructionOnline™. 

PREREQUISITES 

• Selection Choices must be added by a ClientLink™ User from the Portal for Company Employees to be prompted to review the Selection Choice within ConstructionOnline™. 

STEPS TO REVIEW SELECTION CHOICES ADDED FROM THE PORTAL

1. Navigate to the desired Project via the Left Sidebar.
2. Select the Financials tab and choose the Client Selections category.
3. Scroll down to the Selection Details pane and find the Selection Choice added by your client. 
   1. Selection Choices added by Clients will have a message over the Selection Choice card prompting you to review and confirm the Selection Choice's details.
4. Click on the "Please review and confirm details" hyperlinked text.
5. Within the Review Selection Choice window you can: 
   1. Use the "Next" button to move through the tabs & review and/or edit all of the Selection Choice's details taking into consideration: 
      
      1. All fields populate to the information entered by the client, but are editable. 
      2. In the Details tab:
         1. No information will populate within the Vendor(s) - From Your Contact List field as ClientLink™ Users do not have access to this field. However, you are able to add Vendor(s) from your Company Contact list at any time.
      3. In the Markup & Price tab: 
         1. If entered by the client, data will populate within the Unit Cost, Quantity, and Total Cost fields. All other fields related to Markup & Price must be filled in by a Company Employee. 
   2. Please note that you can immediately "Approve" or "Reject" the Selection Choice by clicking the green "Approve for Client" button or the red "Reject" button without confirming the Selection Choice. 
6. Once you have reviewed all of the Selection Choice information, click the blue "Confirm" button to confirm that this Selection Choice is an appropriate option for the client. 
   1. Please note that reviewing & confirming the Selection Choice does not mark the Selection Choice as "Approved." Selection Choices must still be "Approved" or "Rejected" by a Company Employee or ClientLink User. 

ADDITIONAL INFORMATION

• Permissions: Only ConstructionOnline™ Company Users with “Can Create, Edit, & Delete” permissions can review Selection Choices added from the Portal. 

• • ClientLink™ Users with Client Selections permissions set to "Can create Client Selections" can add Selection Choices from the ClientLink™ Portal.
    • Otherwise, depending on their Client Selections permissions, ClientLink™ Users can view and/or approve Client Selections. 
  • TeamLink™ Users cannot add Selection Choices from the Portal, but with appropriate Client Selections permissions may be able to view Client Selections. 

• Mobile App: Selection Choices added from the ClientLink™ Portal can be reviewed, edited, "Approved," and/or "Rejected" from 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.