How do I set up a Choice item my Specs & Selections?

updated

January 23, 2020

There are two ways to create a Choice item on your Specs & Selections page.

A) Create your own Choice Item.

  1. Click on the "New” link at the top left the Specs & Selections page > choose "Selection".
  2. Enter the item name and select the category.
  3. Use the "Requested By" section to enter a deadline for your clients to make the decision by - whether tied to a schedule Milestone or a hard date.
  4. Fill out any necessary information in the specifications, client, and partner information boxes.
  5. If there was any budgeted amount for a standard option or allowance in your original proposal price, enter that information in the "Original Budget".  If this choice is something not included in the original proposal, leave this at $0.
  6. Choose either the Predefined or Open-ended selection tab and populate as needed.
  7. Select whether or not you want to give your clients an option to decline a selection item. More info.
  8. If setting up a Predefined Choice, enter the corresponding option descriptions and pricing.  For an Open-Ended choice, you can enter the client price if available or select "Show as TBD" to update after the selection is made.
  9. Upload any relevant files or photos to the selection using the "Add files" button.
  10. Click on the “Add Item” button at the bottom to save and add your choice item to your project.  

 B) Copy a Choice Item from the Spec/Selection Template.

  1. Click on the "New" button at the top left of the Specs & Selections page > choose "Copy from Spec/Selection Template" 
  2. Select the Template and then which items you would like to add to the project by checking the boxes next to the items
  3. Click on the “Copy items to project” button to finalize copying the choice items to the specs & selections.
  4. Use the "Edit" link at the top right of each item to edit any details or cost information for this specific project.

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