Viewing and Updating Project Details

You view and manage projects comprising of transaction assignments, project attachments, and project contacts on the Project Details page.

The header displays the project code, project type description, and the project primary address. A map marker displays the primary location of the selected project on the map.

The left panel lists the various links to the project detail pages – Overview, Transactions, Inspections, Fees and Payments, Attachments, Data Visualization, and Contacts. Clicking each link opens the detail view on the right panel.

This example illustrates the Project Details page:

Using the Overview Page

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.
The Overview page displays the information about the selected project in three sections – Overview, Primary Contact, and Fees and Payments.

The Overview section lists the basic information about the project. You can edit values for all the fields except for the Project ID and the Created By fields, which are system generated. The field descriptions are detailed under Adding a New Project.

A graphical chart displays the top five transactions and their percentage fees distribution, calculated using the transaction total fees from all the assignments for the project. Others accounts to the fees from the rest of the transactions assigned to the project.
The Primary Contact section displays the details of the contact that was entered at the time of creating the project. You cannot edit the values for these fields on this page.

Note: You can change the primary contact from the Contacts page.

The Fees and Payments section displays:

Page Elements	Description
Total Fees	The sum of all the fee values from all the transactions assigned to the project.
Total Payable	The sum of the payable amounts from all the transactions assigned to the project.
Total Paid	The sum of the amounts paid for all the transactions assigned to the project.
Balance Due	The sum of the amounts that is due for all the transactions assigned to the project. Note: Balance amount is the difference between the total payable amount and the total paid amount.

The fields in this section are displayed if there is at least one assignment (permit, planning application, or pre-application) for the project. You cannot edit the values for these fields on this page.

Click Save to save your changes, if any.

Using the Transactions Page

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.

Click Transactions on the left panel to access the list of transactions that are assigned to the project. The Transactions page provides these details:

Page Elements	Description
Edit	Click to enable the selection of transactions for removing them from the project. See Unassigning Transactions from a Project under Adding a New Project.
Assign	Click to open the Assign page and select transactions to assign to the project. See Assigning Transactions under Adding a New Project.
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	Sort the list of transactions by: Date Transaction ID Status
Alert icon	Identify transactions with a status affected by a condition or if they are pending submit.
Transaction	Displays the name and description of the transaction.
Status	Displays the status of the transaction.
Created By	Displays the name of the user who created the transaction, with the date and time of creation.
Applicant	Displays the name, email ID, and contact number of the applicant associated to the transaction.
Property	Displays the address of the property for which the transaction is applied.
Fees	Displays the total fees paid and the balance due, if any.
	Click to access the Transaction page and view the details of the transaction assigned the project. All sections on this page are display-only. See Navigating to Planning Application Details.

Using the Inspections Page

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.

Click Inspections on the left panel to access the list of permit inspections that are assigned to the project. The Inspections page provides these details:

Page Elements	Description
Permit	Displays the permit ID.
Inspection	Displays the inspection ID.
Status	Displays the schedule status of the inspection, for example, Scheduled, Requested, Completed, and Canceled.
Inspector	Displays the inspector assigned to the inspection.
Property	Displays the property associated with the inspection.
Result	Displays the result of the inspection, Pass or Fail.
	Click to access the Inspection Detail page and review the details of the inspection assigned the project. All sections on this page are display-only. See Reviewing Inspection Details.

Using the Fees and Payments Page

Select the Project List tile on the Agency Springboard.

On the Projects page, select the Details button for a project in the grid. Click Fees and Payments on the left panel to access the details of the fees and payments associated with a submitted transaction. The Fees and Payments page provides these details:

Page Elements	Description
Total Fees	Displays the total amount of fees that may be applicable to the transaction.
Total Payable	Displays the amount of fees that is designated as payable. Fees that are not payable include fees on hole, for example.
Total paid	Displays the amount of the total fees already collected.
Balance Due	Displays the remaining portion of the fees yet to be collected.
Transaction	Displays the transaction ID.
Fee Description	Displays the description of the fee item as defined when creating a fee item.
Amount	Displays the amount due for each fee item.
Currency	Displays the currency in which the transaction will be paid.
Status	Displays the status of the fees and payment transaction, for example Canceled, Pending, Hold, and Due.
Assessed Date	Displays the date the request for payment was issued.
Payment Date	Displays the date payment was received.
Payment Reference	Displays the payment reference issued for the transaction.
Invoice	Displays the invoice number of the agency associated with the permit transaction application.
	Click to access the Fee Item Details page and review the details of the fees.

Using the Attachments Page

Attachments provide supporting documentation needed by users while managing projects. You view a list of files and upload or download documents associated with your project on the Attachments page.

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.

Click Attachments on the left panel to access the attachments associated with the project. The Attachments page provides these details:

Page Elements	Description
File Name	View the following information in the Filename field: Filename with file type extension File Size Uploaded By user name Uploaded On date
Description	View the description of the attachment as entered by the user who added the attachment.
Category/ Subcategory	View the document category and subcategory for the attachment. This field appears only if a document group is set up on the Project Type Details page while setting up the project type. See Setting Up Project Types.
Actions	Click the actions icon to select and perform an action: View Details Download Delete

Click the Sort By to view attachments grouped by these fields: file name, file size, uploaded by, uploaded on, description, category, and subcategory.
To find a specific attachment, you can enter values in the search field.

Adding Project Attachments

You upload files to the Attachments page using the Add Attachments page.

Select the Project List tile on the Agency Springboard.
Click the row for a project to access the detail.
Click the Attachments link to view the Attachments page for the project.
Click the Add icon.
Select the file to upload in the browser dialog box and click Open. The filename appears on the Add Attachments page.
On the Add Attachments page, you can enter a description of the file, a document category, and a document subcategory, if desired.
Use the look-up prompt to select a document category and subcategory that have been defined by the agency. For more information, see Setting Up Document Categories and Subcategories.
Click the Upload button.

Downloading Project Attachments

You download a document on the Attachments page.

Select the Project List tile on the Agency Springboard.
Click the row for a project to access the detail.
Click the Attachments link to view the Attachments page for the project.
In the attachments grid, click the Action icon for the document you want to download.
Select Download and save to the location of your choice.

Deleting Project Attachments

You can use this method for deleting one or more documents.

Select the Project List tile on the Agency Springboard.
Click the row for a project to access the detail.
Click the Attachments link to view the Attachments page for the project.
Click the Edit icon above the grid.
Select one or more documents to delete.
Click the Delete icon.
To delete a single document, access the Attachments page, and select Delete in the Action menu for the document you want to delete.

Using the Data Visualization Page

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.
Click Data Visualization on the left panel to access graphical charts that display the comparative data related to transactions within the selected project. These graphical charts are organized in three separate tabs, with a grid each displaying a list of all the transactions within the project:
- Fees by Transaction Type: The chart displays all the project transactions represented as bars – each bar grouping transactions by the transaction type, along with the total amount of fees applicable. Click a bar to list all the transactions for that transaction type with their details at the bottom of the page.
- Fee Details: The chart displays all the project transactions represented as bars. Each transaction is displayed as a combination of two bars – one bar reads the total amount of all applicable fees and the other reads the total amount of all fees paid. Click a bar to list all the transactional fee item details at the bottom of the page.
- Inspection Status: The pie chart displays the inspection status of each of the permits assigned to the project. Click a section of the chart to view the details of the inspections pertaining to the permits at the bottom of the page.

Using the Contacts Page

Select the Project List tile on the Agency Springboard.
On the Projects page, select the Details button for a project in the grid.
Click Contacts on the left panel to access the list of contacts that are added to the project. You will see the primary contact that was added at the time of creating the project.
Click the Details button for the contact record to open the Contact Details page. You can view the contact details and edit certain fields.

Note: You cannot delete a primary contact or turn off the Primary Flag option. Only agency staff such as an administrator can select from the registered profiles to assign a primary contact. Such an assignment will automatically update the earlier primary contact as not primary.
Click Save to save your changes to the Contact Details page and return to the Contacts page.
Click Add New Contact to access the Contact details page. You can:
- Add a contact from registered contacts: You just select a contact from a list of contacts that are already registered in the system and include in the project. Click Select on the row to open the Select Contact Type page and select a contact.
  As a user, you cannot make primary contact assignments for your project. Only agency staff such as an administrator can assign a primary contact from the registered profiles.
  
  The primary contact that was selected at the time of creating the project will longer be a primary contact.
- Add a brand new contact manually: You create a new contact by entering all the contact details and then include in the transaction.
  Again, as a user, you cannot make primary contact assignments for your project.