How do I set up a new project?

Planning and Zoning Checklist

Add a new project to authorize work by a city's planning department. A project is a large undertaking that involves more than one property. Activities for projects may include subdividing properties, combining properties, rezoning properties, and installing services such as sidewalks or sewers. On the other hand, a permit is a property owner who wants to do something to their property.

Before you get started

Add the project type to the Project Types table (Organization > Project Types).
Add the contact type to the Contact Types table (Organization > Contact Types).

Adding a new project

1. Open Connect Community Development > Planning and Zoning > Setup New Projects.

2. Enter the Project.

This is the project name.

3. Enter the Project Type.

A project type defines the behavior and characteristics for the related project. Projects are usually used for planning and zoning changes that will affect more than one property. You can use a project type to group together zoning and planning projects that share similar characteristics.

What is the project type?

I want to use an existing project type. Click Search. The Search form appears. Select a project type and click OK.
I need to add a new project type. Use Organization > Project Types to add a new project type. Then, return to Setup New Projects. You may need to close the form and reopen it to refresh the items in the Project Type Search list.

4. Select the Applicant Type.

Choose best description for the person applying for the project: Developer, Contractor, or Contact.The applicant type defines the person who is applying for a new project. You can select: Agent, Architect, Contact, Contractor, or Primary Owner.

5. Enter the Applicant.

Use this field to enter the applicant name.

6. Click Save (CTRL+S).

The project is saved. Use Modify Existing Projects to update the remaining information on the project.

Updated 06Jun2018