Options Overview

Options Overview

Decision-making often requires a choice between multiple overlapping options, which is difficult to manage when you’re using spreadsheets. In Join, you can easily set this up as multiple “Options” within an “Item” where all of the options are mutually exclusive. Setting up multiple Options makes it easy to view a range of costs for one Item without artificially inflating or deflating the potential value of a project decision. Additionally, when you accept an Option, all of the other related Options are automatically set to "Not Chosen" so you can move on to other decisions right away.

Some common use cases for using Options are: 

  1. A preconstruction manager wants to propose a change like removing sunshades. Rather than simply removing them all, they would like to explore options that include multiple iterations like 25% removal, 50% removal, and 100% removal.
  2. An owner has agreed to choose a different facade finish to reduce project costs but wants to iterate on a few versions.
  3. The team has agreed to explore a change that has a broad scope, like updating a meditation garden. They want to explore varying changes within that garden like different choices for paths, walls, and design.

How to create an Option

There are two ways you can create an Option and add it to an Item:

  1. Create a new Option with brand new information
  2. Search for an existing Item and update it to be the Option of another Item

You can also detach an Option from an Item if you don’t want it to be a part of that Item at any point.

For more information on creating and detaching Options, see the article here

Viewing a group of multiple Options

After you create a number of Options, you can see a quick summary of them all together when viewing the Item that they’re linked to. Here, you can see a quick preview of each Option’s number, name, status, cost assignee, and more:

 

View details for a specific Option

When you click into an Option to view its details, it will look similar to an item with a few differences:

  • There’s a link back to the parent Item at the top 
  • When you use the forward/backward links, those will navigate to the other Options within the Item (rather than toggling between the full list of Items in your project)
  • The milestone for the Option isn’t editable, because it’s tied to the Item

To see more detail on all the information you can set for an Item or an Option, see the article here.

 

Identifying Items with Options in the Item List View

When in the Items List view, you can quickly identify any Items that have Options by looking for an options icon followed by a list of small clickable squares that previews all of the Options in that Item. You’ll also notice that Items with Options may have a range of costs rather than a single cost impact. For more information on how costs for Options work, see the article here.

 

Permissions for managing Options

How much you can view or manage for Options depends on the level of permissions you have. If you have access to create Items, then you’ll also have access to create Options. And if you have access to edit Items, then you’ll also have access to edit and detach Options. For more information, see the article here .

 

To learn more about Options, watch this video.