Permit Manager includes the ability to track Subdivision and Land Development Plans, categorizing them as a Planning Application. These planning applications are treated very similarly to a permit in the sense that they are attached to a specific property, and they even show up in the Permits tab of a property. Therefore, when creating a new Planning Application, the first step is always to choose the property for the application. (We have some thoughts about which property to attach a Planning Application to, which are in this article.)
There are two primary methods to create a new Planning Application, but each starts with the identification of the property for the application.
Method 1 - Create a Planning Application from a Property Record
If the property record is already opened, the new Planning Application can be created directly from that window. From the Edit Property window, click on the Permits tab, then click the Plus button to begin creating an application.
NOTE: We use "Permits" as an all-encompassing term here because planning applications are treated very similarly to permits within the software.
Select Planning Application for the Permit Type, and click Create.
Method 2 - Create a New Planning Application from the Dashboard Window
From the Dashboard window, choose Create a Record > Permit > Create.
NOTE: We use "Permits" as an all-encompassing term here because Planning Applications are treated very similarly to permits within the software.
In the Create a Permit dialog box, find the property for the application. The screenshot below shows several ways to interact with the list to help find the appropriate property. Highlight the line of the correct property in blue with a single click on that line. When the correct property is blue, click Next.
Select Planning Application for the Permit Type, and click Create.
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