Before creating a selection item, you will need to first ensure you have at least one Category and Cost Code. By default we provide an Uncategorized Category/Cost Code, however it is recommended to import standard NAHB/CSI codes or Custom Codes from the Default Settings >> Cost Codes area. 

From within a project, go to "Selections", then click "Add New", then "Add Item".   You will then be able to start adding the details for your selection item.

Here are brief descriptions of each option:

• Image Upload:  Add a photo of the selection to help clients see what the item will look like.
• Selection Name: Provide a unique name to identify each selection item.
• Cost Cost:  Select which Cost Code this item should be categorized under.
• Item Location:  Select an individual location or the "Whole House" to know where the selection will be going.
• Selection Details/Specs: Add any product description or specifications needed.
• Attachments:  Upload any files related to the item.  These will also be added to your file cabinet for reference.
• Amount: The unit amount of the item.
• Quantity:  The quantity you will need to order.
• URL:   A hyperlink to the product page or website where that item is located.
• Approval Status: Mark if the item has been approved yet or not.
• Reminder: Specify if a reminder should be sent to anybody.  If enabled, there is an option to set a reminder by Due Date (specific future date) or After Schedule Item Completion (triggered after a schedule item has been completed).