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How Does Scaftra Manage Selections?

How do you stop a room from being built before the owner has actually chosen the finishes?

Scaftra tracks each owner choice as a first-class selection record with its own review and approval, and blocks a room from releasing until a required selection is approved.

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The problem it solves

Selections are the owner and builder choices that define a finish-trade job: the faucet, the door style, the tile, the appliance package. Each one carries a cost impact, a schedule impact, and an allowance it draws against. When selections live in a spreadsheet or an email chain, nobody knows which choices are final, which are blocking the room, and which were never made.

Why it matters

A required selection that has not been approved is a room that cannot safely release to order or install. Building ahead of an unmade selection means re-cuts, reorders, and a client who says they picked something different. Tracking each choice as a record with a real approval is how the field knows a room is actually ready.

Common mistakes

Try
Tracking selections in a spreadsheet
Reality
A shared sheet does not block a room or record a real approval, so work proceeds on choices that were never finalized.
Try
Treating a rejected choice as resolved
Reality
A rejected selection means the owner picked nothing; the room is not ready just because the line was touched.
Try
Losing the cost and allowance impact
Reality
A selection chosen above its allowance has to surface as a cost change, not get buried in the choice.
Try
No link between the choice and the room
Reality
If a selection is not anchored to its room and trade, the field cannot tell which rooms are gated on which choices.

How it works

  1. Create the selection
    Each owner choice is recorded against its room, trade, work package, budget line, and allowance, with its cost and schedule impact.
  2. Submit for review
    The selection moves into review so the client can act on it through their portal.
  3. Client decides
    The client approves, approves as noted, requests a revision, or rejects the selection from their own login.
  4. Room releases when required choices clear
    A required selection blocks the room until it is approved, approved as noted, or cancelled; a rejection does not clear it.

How Scaftra does it

Scaftra models the Selection as the first-class source of truth for an owner choice. It anchors to room, trade, work package, budget line, and allowance, carries cost and schedule impact and a required-for-release flag, and runs its own review lifecycle. The client acts on it through curated client actions (approve, request revision, reject) gated to the client role on a project they belong to. A selection marked required-for-release blocks its room until the choice reaches approved, approved as noted, or cancelled. A rejected selection does not resolve the block, because the owner picked nothing, so the room stays gated until a real choice lands. This is built and live.

Scaftra ties every owner choice to its room and gates the room until the required choice is actually approved.

Key capabilities

  • Required-for-release gating: A required selection holds the room until the choice is approved, so the field never builds ahead of an unmade decision.
  • Cost and allowance impact: Each selection carries its cost and the allowance it draws against, so an over-allowance choice surfaces as a change.
  • Client review actions: The client approves, approves as noted, requests a revision, or rejects, each as a recorded decision.
  • Anchored to the work: Every selection is validated to belong to the same project, room, and trade, so it cannot attach to a stranger's room.

Benefits

  • Rooms only release when the choices that gate them are genuinely approved.
  • Over-allowance choices surface as cost changes instead of getting lost in the decision.
  • A recorded approval per choice ends 'I picked the other one' disputes.

Who it's for

Designer-led remodelersProject managers on finish work
  • Designer-led remodelers.Shops where the homeowner makes many finish choices that each gate the room.
  • Project managers on finish work.PMs who need to see which rooms are blocked on an unmade selection before scheduling install.

Frequently asked questions

Does a selection block a room from being built?
A selection marked required-for-release blocks its room until the choice is approved, approved as noted, or cancelled.
What happens if the client rejects a selection?
A rejection does not clear the room block, because the owner picked nothing. The room stays gated until a real choice is approved.
Can the client choose and approve selections themselves?
Yes. The client approves, approves as noted, requests a revision, or rejects from their portal, and each decision is recorded.

One job. One record. From the field to the books.

Bring one project onto Scaftra. We'll set up your trades, your rooms, your proof chain, and your vendor portal, and connect it to the financial system you already run.