Creating A New Project - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can create a new project to submit for review.

To create a new project:

  1. Click the Projects tab. The Projects window is displayed.
  2. Perform one of the following actions to create a project:
    • Select a Review Type for your new project from the Review Type drop-down list in the Start New Project pane and click Add Project.

    • From an existing project, select the blue arrow icon next to the New Project section.

      The Review Type drop-down list is displayed.

    • Select the Review Type you want to assign to the new project and click Add.

    • Select the Copy button to copy the selected project's information into the new project.

      Note:

      Project documents are not copied into the new project.

      The New Project window is displayed.

  3. Enter the information for your new project.

    Option

    Description

    Name

    The name of your project.

    Alternate ID

    An alternate ID number for your project.

    Address

    The address where the project will be built.

    City

    The name of the city where the project will be built.

    State / Province / Region

    The name of the state or province where the project will be built.

    Postal Code

    The ZIP or Postal Code where the project will be built.

    Note:

    Depending on your system's configuration, additional fields may be displayed. Fill out all available fields with the required information before submitting your project.

  4. If desired, add one or more Roles to your project. For more information on adding roles, see Assigning Someone to a Project Role.
  5. If desired, add one or more Parcels to your project. For more information on adding location parcels, see Adding a New Location Parcel.
  6. Click Add. Your project is added to your Projects list, and the Project Information page is displayed.