Add a Project record

Owned by Stacy Reno (Unlicensed)
Last updated: Oct 27, 2021 by Colin Warren
2 min read

This article provides information about how to add a Project.

Prerequisites:

  1. Configure Project Type list records for Permitting and/or Design Review Purposes.
  2. Configure Project Status list records.
  3. Configure Project Cycle list records for Permitting and/or Design Review Purposes.
  4. Confirm Occupancy and Construction Type list records are correct in the General Purpose if you intend to include these on reports.


A project record requires:

  1. A unique project number
  2. A Purpose (ie: For Permitting or For Design Review)
  3. A Project Type
  4. A Project Status 
  5. A Project Cycle (ie: Submittal/Phase)


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



Step 1 - Complete the new Project page

  1. Select Projects from the Navigation panel to open the Projects list.

  2. Click the + button at the bottom of the page to open an empty Project form.

  3. On the Info tab:

    1. Enter a unique project number (required).

    2. Select either a ‘For Permitting’ or ‘For Design Review’ Purpose (required).

    3. Choose a Project Manager, if appropriate. 
    4. Complete entry of the remaining fields, as appropriate.

    5. Verify that the appropriate Purpose has been selected and the project number is correct. The Purpose and Project Number cannot be modified after the record is saved.

    6. Verify that the Project Type has been properly selected.

  1. Click ‘Save’.




Best Practices

After saving a new project, e-PlanREVIEW® (EPR) will trigger (active) Membership distributions to automatically insert the list of configured users into the new project. See Configuring Membership Distributions


  1. Select the Address tab:

    1. Enter the APN and/or Address information.

    2. Click 'Save'

  2. Select the Contacts tab:

    1. Click the + button on the bottom of the page.

    2. Select an existing contact or create a new contact record for the new project. 

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

    4. Typically, primary contacts will appear on correction reports, etc.
  3. Select the Team tab:
    1. If no users appear in the Team list, choose the Group managers, Reviewers, Contributors and Coordinators for the project team.
    2. If some users appear in the Team list it will indicate that membership distributions have been triggered. Verify that the team member list is accurate.


Only one Project Manager may exist in a project. 


Continue to Step 2 for instructions on performing Intake.

Step 2: Performing Intake - Uploading Documents