Adding a New Project

As an agency staff, you can create new projects to include transactions and contacts.

1. From the Fusion Applications Permitting and Licensing homepage, click the Projects tile.

2. On the Projects page, select the Create Project button.

   On the Projects page, select the button.

3. On the New project drawer, add values for the fields in the Projects section:

   Page Elements	Description
   Name	Enter the name of the project.
   Summary	Enter a detailed description of the project.
   Project Type	Select the type of project from the list of options.
   Status	Select the status of the project: Active Canceled Completed Inactive On Hold
   Start Date	Enter the start date for the project.
   End Date	Enter the end date of the project.
   Estimated Valuation	Enter an estimated amount for the project.
   Currency	Displays the currency used for the transactions.
   Primary Address	Click the drop-down list to search for the parcel, address, or owner values by keyword. Click to select the record you want.
   Primary Contact	Select a contact from the drop-down list. Once the contact is selected, use the Contact Type option to select the type of contact.

4. When you click Save a pop-up window appears asking you to upload a project image. You can either add it immediately or choose to upload later from the project details page. The new project record now appears in the projects list.

Assigning Transactions to a Project

As an agency staff, you assign transactions to a project that you have created. You use the Transactions tab to assign transactions to your project. Transactions include permits, planning applications, and preapplications.

1. From the Fusion Applications Permitting and Licensing homepage, click the Projects tile.

2. On the Projects page, click the project record or the View Details button on the project record that you want to assign transactions to.

3. On the Project Details page, click Transactions on the left panel.

4. On the Transactions page, select the transaction type tab: permits or planning applications. From the list of applications displayed, select the applications to link to the project, and click the Link Applications button.

5. The Link applications drawer opens with a list of all transactions available in the system. Use the Search option to search transactions by applicant, transaction ID, or by an address that is associated with the transaction.

6. The Filter allows you to refine your search results further using the transaction applicant’s name and an address that is associated with the transaction.

7. Select the transactions using the checkbox available against each transaction record.

8. Click the Assign button to assign the selected transactions and return to the Transactions page, which lists the new transaction assignments.

Note:

As a project manager, you can assign transactions to your project. The Transactions page lists only those permits, planning applications, and preapplications that were applied by you. The system ensures that project managers can assign only those transactions that were created by them. See the documentation on Security.

Unassigning Transactions from a Project

As an agency staff, you can unassign transactions from a project that you have created. You use the Transactions page to unassign transactions from your project.

1. From the Fusion Applications Permitting and Licensing homepage, click the Projects tile.

2. On the Projects page, click the project record or the View Details button on the project record from which you want to unassign transactions.

3. On the Project Detail page, click Transactions on the left panel.

4. On the Transactions page, click the Edit button, which enables you to select transaction records to unassign.

5. Use the check box available against each transaction record that you want to unassign and then click the Unassign button.