About Projects

The Projects functionality allows municipalities to associate various permits to one another. For example, if a new mall is being built in town, with several contractors and permits issued, you may want to associate all of the records together in one project.

This function is enabled at the Record Type level.

To enable Projects on a Record Type:

  1. Go to Settings > Record Types.
  2. Click on the specific Record Types.
  3. In the Settings section, click the switch next to Projects to "ON."

 

 

How to associate a record or permit to a Project:

During the application:

If Projects are enabled for the Record Type, the applicant will have the option to associate their permit before submitting their application.

 

To add a project here:

  1. Click Yes.
  2. Start typing the name of the project:
    • If it already exists: Select it from the drop down menu.
    • If it doesn't: Choose to add it as a new project.  
  3. Click Next.

 

On the Record Page:

After a record is created, administrators can associate it with a Project.

  • Please note: Projects can be added by administrators, even if the Project functionality isn't enabled in the Record Type.
  1. Click on the Add to a project link.
  2. Start typing the Project name:
    • If it already exists: Select it from the drop down menu.
    • If it doesn't: Choose to add it as a new project.  

 

Viewing Projects

To see all permits associated with a project, click on the Project Name on the Record Page.

 

On the Project page, you can:

  • View a list of all associated permits: Click on the Record # or Type to view a specific record.
  • Edit the name of the project: Hover over the name and click on the Pencil icon.
  • Delete the project: Click on the dots on the right to delete.
    • Please note: This does not delete the records associated with the Project.

 

 

 

Projects can also be included on all available reports.

  1. Click on any of the reports in the left navigation bar (Record, Approvals, Payments Inspections, Documents).
  2. Use the Add a Filter drop down to select ProjectID.
  3. Once that filter is added, you can filter by a specific project by selecting them from the Project drop down. 

 

 

 

 

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