Using Projects

This topic discusses how to use the Oracle Permitting and Licensing Projects.

A Project is a collection of various records from transactions, which include permits, planning applications, and pre-applications. It provides a summarized, consolidated view across project-related records.

Agency staff create and manage such inventory of projects comprising of various records and their attributes, and maintain detailed project information – all easily accessible from one location – the Projects page.

You use the Projects page to manage a complete list of projects with all the details, and perform various tasks.

This example illustrates the Projects page:

Use the project list on the Projects page to perform these tasks:

• Manage project activity

• Create new or update existing project details

• Assign or unassign transactions

• Add and maintain project attachments

• Visualize transactional data

• Add and maintain project contacts

• Access comprehensive project record details

You can access the Projects page by clicking the Project List tile on the Agency Springboard, or by clicking Projects > Project List in the navigation bar.

Using the Projects Page

1. Select the Project List tile on the Agency Springboard.

2. On the Projects page, you can perform these actions:

   Page Elements	Description
   Add	Click to add a new project, assign transactions, and create contacts.
   Search	Search by alphanumeric characters on the fields for projects in the list. The projects that meet the search criteria are displayed on the page.
   Filter	Apply filters to display projects that contain the selected parameter values in the list. Click the filter button to open the Filter By options, where you can define and save your own filters.
   Sort by	Select an option to sort the projects in the list by these fields: Project Project Summary Contact Status Start Date End Date
   	Click the Details button to access the details for the selected project.