Create a project
Create a Project & Submittal or Project only ▶ Creating a Project only? Check out this guide. Submittal form Required fields Fill out the new project form as completely as possible. All required...
Create a Project (without a Submittal)
Create a Project Select Client If your jurisdiction requires that a client be created for each project, start typing three characters in the client's name, then select the client: Enter project info
Assess fees in a project
In the Project, click Fees
View project or submittal history
The Submittal History in a permit or project gives you a detailed history of edits and changes to a submittal. Captured in the Submittal History (for Permits and Projects): When a plan review is assigned Who assigned the plan review Wh...
Create or remove project alerts
Create a project alert In the Project, click Details , then click Project Details Enter alert information View a project alert Remove an alert In the Alert field, delete the alert text
Associate a project document with a job and submittal
If you have an existing Project document that you would like to associate with a different Job and Submittal, you can easily move it, like this:
Download project documents to OneDrive
💡 Please note The option to download documents to OneDrive is only available for SAFEbuilt (and all SAFEbuilt Company) employees. In permit documents and project documents, SAFEbuilt company employees have the o...
Copy a project
How to duplicate a project and submittal What is copied The following information from the project will be copied: Project details City, state Applicant name, email, phone number and relationship Job details: Use t...
Link a permit to an existing project
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 ...
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