Set the order of Selections Choices

OBJECTIVE

To set the order of Choices 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 SET THE ORDER OF SELECTION CHOICES

A. Via right-click on the Selection with the Choices:

  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 Selection name containing the Choices
  5. Select Set Choice Order
    1. This will open the Set Order window
  6. Click on a Choice 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 Choices tab
  7. Click on a Choice then drag & drop it to the desired order
  8. Click Save

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.