Adding a New Project

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

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

2. On the Projects page, select the Add button.

3. On the Project Details page, add values for the fields in the Projects section:

   Page Elements	Description
   Project ID	Displays the system generated project ID after you save the project.
   Name	Enter the name of the project.
   Summary	Enter a detailed description of the project.
   Type	Select the type of project from the list of options.
   Status	Select the status of the project: Active Canceled On Hold Inactive Completed
   Estimated Valuation	Enter an estimated amount for the project.
   Start Date	Enter the start date for the project.
   End Date	Enter the end date of the project.
   Primary Contact	Click the prompt to open the Look Up page, which lists all the registered contacts. You can search for your desired contact using the Searchoption. Select the desired contact and use the Select Contact Type option to select the type of contact.

4. In the Primary Address section, click the prompt to open the Search Property page.

5. Use the Search box to filter the parcel, address, or owner values by keyword. Select the record you want by clicking the Select button. The Search Property page closes and the selected address appears on the Project Details page.

6. Click Save to save the new project and return to the Projects 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 Assign page to assign transactions to your project. Transactions include permits, planning applications, and pre-applications.

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

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

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

4. On the Transactions page, click the Assign button.

5. The Assign page 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 check box 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 Assign page lists only those permits, planning applications, and pre-applications 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. Select the Project List tile on the Agency Springboard.

2. On the Projects page, select the 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.