How to Add Selection for Estimate Line?

This step-by-step guide is designed to assist you with the process of transforming a line item into a selection using Buildern’s comprehensive construction project management tools.

Written by Buildern Support

Updated 5 months ago

To get started, you need to log in to your Buildern account and select the project you want to work on. Once you have accessed the project, follow these simple steps:

Step 1

From the main navigation menu, click on "Estimates"

Step 2

Locate the project estimate and click on the three dots at the end of the estimate line.

Step 3

Once again, opt for the three dots at the top of the opened window.

Choose “Create new > Selection”

Step 4

The software will transform you to the "Selections and Allowances" section. Here, you are free to customize your selection by adding a name, location, category, and optional notes.

You can also change the workflow for you and the client through the following options:

The client can change until manually closed
Close once the client selects an option
The client can change until the deadline

Step 5

Once you have completed all the necessary steps, click on the "Publish" button to finalize the process of transforming a line item into a selection. This will make your new selection visible to the clients.

NOTE: Once you create a selection from an estimate, a small blue 'S' icon will appear beside the estimate name. This icon signifies that there is a selection created for this particular estimate. Keep an eye out for this symbol, as it will help you quickly identify which estimates have associated selections.

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