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    Create a project
    • 15 Sep 2022
    • 1 Minute to read
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    Contents

    Create a project

    • Updated on 15 Sep 2022
    • 1 Minute to read
    • Contributors
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    Article summary

    Create a Project & Submittal or Project only


    Create project and submittal or project only.png


    ▶ Creating a Project only?

    Check out this guide.


    Submittal form

    Required fields

    Fill out the new project form as completely as possible. All required fields must be filled out before the project can be fully created.
    Example of a required field(1)

    Look up address

    When entering the project address, click Look Up Address for easier ways to add an address.
    Look up an address and search for a property.png

    Create submittal

    Create the submittal and plan review in a project.png

    1. Fill out all submittal fields, then select the Discipline(s) for the plan review (you can edit these disciplines later)
    2. You can assign the plans examiner now or later
    3. If you would like to add additional disciplines to be assigned to a different plans examiner, click the Add Plan Review button
    4. Upload plan review files (you can also do this later)
    What's Next