Set the order of Category Selections

OBJECTIVE

To set the order of Selections 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 SET THE ORDER OF CATEGORY SELECTIONS

A. Via right-click on the Category with the Selections:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Right-click on the Category name containing the Selections
  5. Select Set Selection Order
    1. This will open the Set Order window
  6. Click on a Selection then drag & drop it to the desired order
  7. Click Save

B. From the 3-Dot Action Menu:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Click the gray 3-Dot Action Menu at the top right of the Selections Details pane
  5. Select Set Order
    1. This will open the Set Order window
  6. Choose the Selections tab
  7. Click on a Selection then drag & drop it to the desired order
  8. Click Save

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