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Creating a new selection

Creating your first selection item

Hector Borrego avatar
Written by Hector Borrego
Updated over 4 years ago

This article will walk you through creating your very first selection item.

Creating selections

Once you've created your room/locations head on over to the Selection module to get started.
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Start by clicking the + button to create your first selection

Make sure to include the budget relation, item, location, and description. You can also add due dates, assign resources, and attach pictures

When done click ADDย 

Your new selection will be displayed on screen. At this point either an internal user or the client can select and approve or reject a selection

This can be achieved by clicking the yellow status icon to select a new status, or by clicking the checkmark or X icons at the far right

Note: approving selections will never affect the budget, only an approved Change Order will

For further help please reach out to Support

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