Selections

Created by Emily A, Modified on Tue, 23 Sep at 8:48 PM by Emily A

Selections – Preview and Respond to Project Choices

  • The Selections section allows you to review and respond to selections related to your project.
  • Everything is centralized, making it easy to provide feedback and track responses efficiently.

What You Can Do Here

  1. Preview all selections shared with you
  2. Respond or provide input directly within the portal
  3. Keep track of responses for each selection

Accessing Selections

  1. Log in to the customer portal.
  2. Click on the Selections tab to view all items awaiting your review.

Pro Tip: Regularly check the Selections section to stay updated and ensure timely responses.


View Selections – All Details at a Glance

  • The portal organizes every selection clearly, giving you quick access to essential information. 
  • From item counts to values, everything you need is right in front of you.

What You Can Do Here

  1. See a list of all selections with key details.
  2. Check selection name, created date, total items, overall item value, and selected item value.
  3. Use this information to track and manage selections effectively.

Pro tip: Regularly review selection details to stay informed and make accurate decisions.


Preview Selections – Dive Into Details

  • Getting a closer look at a selection is quick and easy. The portal lets you open any selection to review its full details instantly.


Selection Details – See Every Item Clearly

  • The portal gives you complete visibility at the item level, so nothing is overlooked. From quantities to totals, every detail is accessible and easy to review.


Approve or Reject Selections – Take Action Confidently

  • Managing selections is simple. The portal gives you clear options to approve or reject, helping you maintain control over project decisions.


Track Selection Status – Instant Visual Feedback

  • The portal makes it easy to see the outcome of every decision at a glance. Approved and rejected selections are clearly labeled for quick reference.

What You Can Do Here

  • Approved selections appear at the top with a green label.
  • Rejected selections appear at the top with a red label.
  • Easily track and identify the status of each selection in real time.



Flexible Selection Decisions – Change Your Mind Anytime

  • The portal gives you full control over selections, letting you update decisions as needed.
  • Approved or rejected, every selection remains flexible.

What You Can Do Here

  • Change an approved selection to rejected if needed.
  • Approve a previously rejected selection at any time.
  • Keep your project decisions adaptable and up to date.

Pro tip: Use this flexibility to adjust selections based on new information—project needs can change, and your portal decisions can too.

 





 

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