Link a Permit to an Existing Project

Option 1: From a Permit

Link to a project from within a permit

Open the permit

Open a permit that you would like to link to a project. If a permit hasn't been created, you can create a new permit like this.

Select Project to Link

1. Click Details
2. Click General
3. Select the project you are linking to the permit
   

Option 2: From a Project

Create or link a permit from a project

Open the Project and Approved Submittal

• In the project, click Submittals
• Then select the Delivered, Approved submittal
  

Create a Permit or Add to a Permit

• Select Create Permit to create a new permit with information from the project or
• Select Add to Permit to add the project to an existing permit