Using Projects

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

A Project is a collection of various records from transactions, which include permits, planning applications, and preapplications. 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

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

On the Projects page, you can perform these actions:

Page Elements	Description
Create Project	Click to open the New project drawer and create 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: Address City Status Project Name Project Type
View Details	Click to access the details page for the selected project.