Adding New Projects/Permits

Once you have found and are displaying the desired parcel and have verified the owner and location you are ready to add a new Project. You must add and name a Project prior to issuing any Permits. It is within the Projects Tab that you will then add Permits and Inspection information. Click the Projects tab. It will display any previously created Projects and let you know if they are open, still active, or closed (completed). 

 

There are two ways to add new Projects: 

 

• Add Project Using Wizard option in the Utilities menu, which if checked will automatically activate the wizard every time you click the Add option on the Toolbar.  It will automatically walk you through each necessary screen to create a new Project.  The wizard is only useful if you use the Project Setup option also in the Utilities menu to set up each Project type and what information will be required for each different Project type.

 

• Without activating the wizard, you will still be able to add Projects, but you will need to remember which types of Permits and Inspections are required for a specific construction type. Use of the wizard will help maintain required data for each Project and will ensure consistency.