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Link a permit to an existing project
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Option 1
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
- Click Details
- Click General
- Select the project you are linking to the permit
Option 2
Create or link a permit from a project
This option is available (only) on projects that have an approved, delivered submittal.
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