Managing Projects

Finding Your Work

• Home shows overdue, today's and upcoming milestones, your active projects sorted by next milestone, and any permits that are expiring.
• Projects lists your projects under Active, Archived and All. Search by name, location or type.
• Permits lists every permit across your projects, with the most urgent next milestone first. Search by permit type, project or permit number, or filter by phase.

Editing a Project

Click Edit Project on the project page to change its details, or to turn its public dashboard on or off. Permit Advisor uses the project's details, so keep the description up to date before you run it.

Drawing Set Link

Add a link to your current drawing set on Dropbox, Google Drive or other cloud storage on the project page. If the project's dashboard is public, anyone with the dashboard link can download the latest drawings from it.

Archiving a Project

When a project is finished or on hold, choose Archive Project from the project's menu. Archived projects:

• keep all their permits and milestones,
• leave your home dashboard and calendar feed,
• are made private, so their dashboard link stops working, and
• don't count toward the free plan's one active project.

Choose Unarchive Project to bring it back. On the free plan, you can unarchive a project only if you have no other active project.

Deleting a Project or Permit

Delete Project permanently deletes the project and all of its permits and milestones. To confirm, type the project's name. A permit is deleted the same way, from the permit's menu, by typing its permit type. Neither can be undone, so archive a project instead if you might need it again.