Managing Project Assignments
You can assign projects to deposit accounts, remove assigned projects, or inactivate assignments.
An account that is associated to a project enables authorized users to use the funds in the account to pay for fees on a permit or planning record for a specific project, if the permit or planning record is assigned to the project and if the authorized user is an applicant or a contact who can pay.
You can manage projects on the Deposit Account page, on the Projects tab.
Assigning Projects
-
Select
-
On the Deposit Accounts page, click Projects in the left hand navigation.
-
Click the row for a project if you want to revise existing information. Click Assign Project to assign a new project.
-
On the Assign modal window, select the Project Code.
-
Select an Assign Status. Choices are Active or Inactive.
-
Select Yes to indicate if this is the Primary Account.
-
Click Save.
Removing Assigned Projects
-
Select
-
On the Deposit Accounts page, click Projects in the left hand navigation.
-
Click the row for the project and click Delete.
-
You will be prompted to confirm the permanent deletion.
Inactivating Assigned Projects
-
Select
-
On the Deposit Accounts page, click Projects in the left hand navigation.
-
Change the Assign Status to Inactive.
-
Click Save.