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    Weintraub: Create a Project
    • 12 Jul 2024
    • 1 Minute to read
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    Weintraub: Create a Project

    • Updated on 12 Jul 2024
    • 1 Minute to read
    • Contributors
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    Article summary

    ❕ For Weintraub Staff

    This article outlines processes that are only relevant to Weintraub staff.

    The Process

    1. Create a Project
    2. Add Project details
    3. Configure Permit Types and Inspection Lists
    4. Add as a Favorite Project for Online Users


    Create Project

    • Click Projects
    • Click the dropdown in the Create Project & Submittal button
    • Select Create Project
      Weintraub, Projects, Create Project.png


    • Select the jurisdiction you are adding this project to
      Select Jurisdiction.png


    • Search for (start typing three characters of the Client name) and select Client to add to the project
      Add Client to Project Modal.png


    Add Project Details

    FieldNotes
    Project NameCommunity Name (Builder), for example: Rosebud Estates (Neal Communities)
    Project IDOptional
    Significant ProjectYou can ingore this field
    Project DescriptionOptional
    Address FieldsUse the Look Up Address button to search for the location.
    ApplicantThese fields will be populated automatically with info about the client

    Weintraub, Project, Create Project.png

    • After completing the details about the project, click Submit


    Configure Permit Types & Inspection Lists

    • After creating the project, click Permit Types
    • To disable a permit type or update an inspection list for this project, click the pencil icon next to the Permit Type Name
      Projects, Permit Types, Edit Icon.png


    • To disable/enable a permit type in this project uncheck/check "is allowed" (1)
    • To update the inspection list used for a specific permit type in this project, select the inspection list (2)
      Project, Edit Permit Type, Inspection Lists.png


    Update Favorite Projects for Online Users

    When a Project is selected as a Favorite for an Online User, when they are applying for permits or requesting inspections (in CommunityConnect), they will only be able to apply for permits under their "Favorite" Projects and will only request inspections under "Favorite" Projects. This saves the user from sorting through Projects that they aren't working on.


    • In the Project, click Online Users in the left navigation
    • Check the Favorite checkbox next to the user.
      Weintraub Projects, Online Users, Select Favorite Projects.png


    Online Users Can Update Their Favorite Projects

    Online Users will also be able to update their own Favorites in CommunityConnect. Step by step guides will be coming soon
    CommunityConnect, Projects, Select Favorite Project.png

    What's Next