FAQ: Client Selections

What is the difference between a Category, Selection, and Choice?

Client Selections in ConstructionOnline™ are organized in 3 tiers - Category > Selection > Choices

Categories are the broadest level of organization within Client Selections and include Name & Description. Categories can support multiple Selections. 

Selections are the secondary level of organization within Client Selections and include Name, Location, Due Date, Allowance, Milestone, Cost Code, Trade, and Notes. Selections can support multiple Choices, however only a single Choice per Selection can be "Approved." Any Selection and its Choices can be made visible to construction clients for convenient review & approval through the ClientLink™ Portal. Conversely, this access may also be disabled during Selection creation when preferred.

Choices are the most granular level of organization within Client Selections and include Name, Vendor(s), Item Webpage, Model Number, Universal Product Code (UPC), Stock Keeping Unit (SKU), Description, Cost, Quantity, Tax, Markup, Total Price, and Attachments. Only a single Choice per Selection can be "Approved." Approvals may be submitted by clients through ConstructionOnline's ClientLink Portal, or Company Users may use the option to "Approve for Client" to document the approved Choice. 

Organizing Selection Sheets for Residential New Home Builds

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