Create a Project

This article describes how a goPost Public Portal (goPost) user can create a project application.


Prerequisites:

From the Dashboard, select 'DOCUMENT SUBMITTAL RECOMMENDATIONS' and read the documentation before preparing your plan review documents in PDF format.

See Getting Started


In this article:




Step 1: Complete the 'INFORMATION' page.

  1. Choose the appropriate Project Type from the drop-down.
    1. Depending on how goPost has been configured, the list may include project types for Permitting and/or for Design Review (non-permitting) projects.
  2. Fill out all required field (marked with an asterisk *).
  3. For Property Location, selection one of the following:
    1. For a specific address fill in Street #, Direction, Street Name, Street Type, Unit/Suite, City, State/Province, Zip/Postal Code and Country as appropriate.
    2. For sites without a street address, you may instead provide a Parcel # or Tract # if those fields are available.
    3. For sites at intersections, along a stretch of road, or that otherwise are not covered by the previous options, you may be able to check the box for "This property does not have a street address" (if available).
  4. Select the SAVE button.

At this point, your project is CREATED and you can leave and return to continue or complete the application at any time.



Step 2: Complete the 'CONTACTS' page

Each project must have at least one Project Contact. The Project Contact person must be a user with an account to log into goPost since they are expected to access the project to upload submitted files, receive email notifications, download deliverable packages, etc. Additional contacts may be added for informational purposes. If these other contacts also have applicant accounts to log in to goPost, they will also have project access; if not, they will only be used as reference information.

To add a contact:

  1. Select the + button at the bottom right of the Contacts page.
  2. A form will pop up asking you to either:
    1. Add New User
    2. Add Existing User
    3. Add Self
  3. Select the appropriate option and click NEXT.
  4. If you are adding a New User that is not in goPost:
    1. Choose a Role from the drop-down that reflects the contact's relationship to the project.
    2. Fill in all required information (fields with an asterisk *).
    3. Click ADD CONTACT.
  5. If you are adding an Existing User that is already in goPost:
    1. Choose a Role from the drop-down list.
    2. Type in the user's email address in the search field. goPost will return a match if it already exists. Click on the match so the user is selected (email turns blue).
    3. Click ADD CONTACT.
    4. If no match is returned, check the email address entered. If correct, click BACK. The contact may not already exist.
  6. If you are adding yourself (Self):
    1. Choose a Role from the drop-down list.
    2. Click ADD CONTACT.
  7. Repeat as needed.


           

Fields denoted with an asterisk are required.


Step 3: Upload your first set of plan review documents and supporting attachments

Prerequisites:

See Preparing your Documents - SUBMITTAL RECOMMENDATIONS


From the DOCUMENTS tab, select the add button on the bottom right corner of the page.

  1. Upload your plans in PDF format and supporting attachments (any file format).
  2. After the page refreshes:
    1. Verify that the plan review files in PDF format are placed on the left side of the page.
      1. Click the arrows underneath the 'Actions' header to move supporting documents in PDF format to the right side of the page under ATTACHMENTS (see below).
  3. Select the PROCESS button to inspect the Plan Review files for compliance.
    1. Plans that do not pass inspection should be deleted from the documents page.
    2. See Preparing your Documents - SUBMITTAL RECOMMENDATIONS for instructions on resolving file issues.

Documents that do not pass the inspection process will be flagged with a red warning symbol. 

Click on the symbol to open the STATUS window as shown in the example below.

Delete the rejected documents, resolve the issues and reupload the document again for another inspection.





Step 4: Submitting your project

Once all plan review documents have been inspected and flagged with a green checkmark status, select the PROCESS button to complete the upload process.

Then, select the SUBMIT button at the top of the page to trigger a notification the Intake staff. 


Once the Intake staff begin their completeness check on your project you will not be able to make changes to the information/documents submitted.



About the Intake Completeness Check Process

After submitting your project, you will receive an email when:

  1. Your project has been accepted. In this case, await an email notification that a deliverable package is available for download from goPost. 
    1. If the reviewed plans require corrections:
      1. Make those corrections to your drawings and upload new PDF's as the 'next version'.
      2. Submit those plans to Intake staff again.
    2. If no changes are required to your most recent document submittal, no further action is required.
      1.  Depending on the Agency/plan review Firm rules, your approved plans will be made available for download via goPost or you may be given other instructions.
  2. Your project has been placed on hold for 'file issues':
    1. Make the requested changes to your submitted plans per the instructions in the email.
    2. Upload the corrected documents to the project and Submit to intake again.
  3. Your project has been placed on hold for other issues:
    1. Provide the information requested in the email and 'Submit' the project to Intake staff again.
  4. Your project has been denied. In this case, the Intake staff have refused your project application outright. The email you receive will provide more details.