Selections in a Project are key to incorporating your client's material choices and provide a way for you to collaborate and discuss options with your client. Oftentimes, there's more to choose from than just a single Selection item. We incorporated the ability for you to provide Selection Options so that you can present a variety of selections for your client to choose from, while also allowing them to view the impact that has on their allowance.

If you're not familiar with Selections just yet, head over to this article to get started:

Set Up Client Selections.

Once you've created a Selection Category and an Item within that Category, you'll be able to add options within the Selection Item. If you don't have any options, you'll just see one item, which can be edited by clicking and opening it.

Options can be added by clicking on the Add New Option located in the upper right below Status.

You can add as many options as you'd like to your Selections or keep it at just one.

As you add options, include the same information you would for any Selection Item including a thumbnail image, attachments, the amount, a Room Tag, and a description.

Easily adjust options to reflect default or preferred options, mark options as approved, or delete an option.

There is a blue Projected tag on the option currently selected that denotes the Projected Amount for this option is the amount that goes toward the allowance for the Category.

You can easily switch between which Option's Projected Amount affects the budget by clicking the ellipses menu to the right of the Option in the top right corner and choosing Set as Projected Option.

Once an option is set as the Projected option, you can then send the Selection Item to the client for approval.

To learn more about how to send a Selection to the client for approval, head to this article. To manually approve a Selection, you have two options

If you need to reverse the approval you can easily remove an approval by clicking on the Selection item's ellipses menu and selecting Remove Approved Status.

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To delete an option click on the ellipses menu to the right of the option and choose Delete Option.

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When an option is chosen to display the Projected Amount, you'll notice that the Projected amount within your Selection Option is reflected in the Selection Category Allowance and the Projected Column of your Selections:

This allows you and the client to "try out" options as you work through their choices to ensure they fit in the Allowance and eventually, the Budget. Clients can actively manage their Selection options from their side as well to see what the impact will be on their Selection Allowance and Projected columns. Here's a helpful video explaining what these options look like in the client's View:

Will approving a Selection Option affect the Budget?

Selection Option Approvals will affect the Projected column and Allowance of the Selection Category but it won't impact the overall Budget until it's marked as Complete.

Can a client approve multiple options?

Currently, the Client can only approve one option for the same item. If you have multiple options that you need to be approved, we suggest adding them as a different Selection item to the same Category and sending that over to the client for approval.

Can you adjust the categorization for the Options in the Selection item so that the Projected item is always at the top or organized by price?

The Options that are presented can't be reorganized just yet. This is something our team is considering for the future. For now, the Option categorization is based on the order you add the Options to the Selection item.