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Project Management

Project Management

Owned by Stacy Reno (Unlicensed)
Last updated: Apr 11, 2025 by Jorge Raya-Navarro

Project records can be created in e-PlanReview® (EPR) either manually by staff or automatically via an integrated permitting partner system. Project records keep track of customer applications, usually through one or more cycles of submittal and resubmittal until the application is approved. Project records are typically identified by a project number and/or project name that is recognizable to staff, though EPR also tracks them via a unique id value given at the time of creation.

When integrated with a permitting partner system, the project number will typical come from that partner over to EPR and should remain consistent across both systems.

Rights to view, add, edit and delete project information is determined by the configured permissions.

Before Creating a Project

Required Project List Items to Configure

Projects require selecting values from configurable EPR list item fields, so before creating a project the first time, ensure the following lists are configured:

  1. Purpose (comes pre-configured by EPR)

  2. Project Type

  3. Project Status

  4. Project Cycle

Required custom fields may exist if created by the Agency. Consult an agency Administrator if unsure whether any required custom fields exist. For more on custom fields, see Creating and Managing Custom Fields.

 

Additional Project List items to Configure

Several additional fields are not required to save a project record, but should be set up ahead of time if they will be used:

  1. Priority

  2. Occupancy

  3. Construction Type

  4. Application Type

Optional custom fields may exist if created by the Agency. Consult an agency Administrator if unsure whether custom fields are in-use. For more on custom fields, see Creating and Managing Custom Fields.

Create a Project

To create a new project record manually within EPR:

  1. Click on Projects within the EPR navigation menu to open the projects page.

    1. A list of existing projects, filtered by your selected status values in the upper right, displays in a table.

  2. Click the (Add) button on the lower right corner to open a new project form.

  3. On the Info sub-tab:

    1. Enter a unique Project Number.

    2. Enter a Project Name that staff can easily recognize.

    3. Click on Purpose and select either ‘For Permitting’ or ‘For Design Review’.

      1. After selecting a purpose, additional fields will appear.

      2. Additional drop-down fields will populate with choices based on the selected purpose.

      3. Purpose cannot be changed once the project is saved.

    4. Select a Project Type.

    5. Select a Project Manager, if appropriate.

    6. The Project Status will bet set to the default ‘Open’ value automatically.

    7. The Project Cycle will bet set to the default value automatically.

    8. Additional info fields such as Start Date, Due Date, Scope of Work, and others may be may be filled in as desired.

  4. If no additional fields are required, the option to save becomes active. Otherwise, check the additional sub-tabs for more required fields.

  5. Add location information in the Address sub-tab. Note that not all fields need to be filled out.

  6. If custom fields are in use, the Custom Fields sub-tab will appear.

    1. Fill in any custom fields, as necessary.

  7. Add any desired applicants or other non-EPR-users related to the project application through the Contacts sub-tab.

    1. Click on in the lower right.

    2. If the contact already exists in EPR, click on “From Existing” and provide required information.

    3. If the contact does not already exist in EPR, click on “New” and provided required information.

    4. Individual(s) marked as ‘primary’ contacts can receive email notifications when plan review deliverables are available for download.

    5. Typically, primary contacts will appear on correction reports.

  8. Add any desired EPR users to the project application through the Team sub-tab.

    1. Team members may be added through one of five methods. See Project Teams and Membership for details.

  9. Once all desired information has been filled in, click Save.

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Project Details Info Fields

For integrated environments, EPR will receive relevant project, address, and contact information when the record is first routed over.

Only one Project Manager may exist per project application.

Performing Document Intake

Once a project record has been created, proceed to the next step: Performing Intake.

Edit a Project

To edit an existing project record manually within EPR:

  1. Click on Projects within the EPR navigation menu to open the projects page.

  2. Search for the desired project by scrolling, using the Next and Previous buttons, or typing into one or more of the headings to filter for the record.

  3. Click the ‘Go To’ arrow ( ) to open the project record.

  4. Update information as appropriate within the DETAILS sub-tabs (Info, Address, Contacts, Team).

    1. The Purpose field cannot be changed after a project record has been saved.

    2. If custom fields are in use, the Custom Fields sub-tab will also appear.

  5. Click SAVE to confirm updates.

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Projects Table Edit Action

Delete a Project

Deleting a project is only recommended if a project record was created by mistake since deletion will remove any related documents, assignments, and deliverable records. In all other cases, setting the project status to either 'On Hold' or ‘Canceled’ (or their equivalent values) is usually recommended instead.

Deleting a project will not make the unique project number available again for use; if a project number must be reused, consult with e-PlanSoft Support for assistance.

To delete an existing project record manually within EPR:

  1. Click on Projects within the EPR navigation menu to open the projects page.

  2. Search for the desired project by scrolling, using the Next and Previous buttons, or typing into one or more of the headings to filter for the record.

  3. Click the ‘Go To’ arrow ( ) to open the project record.

  4. Click on the ellipsis menu ( ) in the top right corner for additional project options.

  5. Click on Delete Project. A warning appears to indicate the project will be deleted.

  6. Either click on DELETE to confirm project deletion or click on CANCEL to undo.

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Delete Project Option

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