Project details: what each tab shows
Open any project to see its scope, value, people, history and the permits behind it. Here's what each tab shows and how to use it.
Click any project in a view or list to open it. It has four tabs.
Overview
The basics, top to bottom:
- Location, with Open in Maps
- Est. value, from the permit or application where one was filed
- Type and Scope: what’s being built. Open Research under Scope for background we’ve found on the project.
- Entitlements: planning approvals, if any
- Attachments: plans and documents the city published
The link button at the top copies a link to this project for your teammates.
Contacts
The people connected to the project, grouped into Project Team (owners, architects, engineers, builders), Trades & Consultants, and City, Agency & Other.
A contact marked Reachable has a verified email or phone on file. For everyone else, use Enrich + to look one up. See Contacts and enrichment.
Timeline
Everything that’s happened on the project, in order: filings, approvals, inspections and status changes. Switch between All and Summary, or filter by category.
Use Add note to record your own activity, such as a call or a bid date. Notes are shared with your team.
Cases & Permits
The planning cases and building permits behind the project. One project often has several. Click any of them to open the original record.
Stages
The tracker at the top of a project shows where it is on the path from planning application to finished building: Pre-Entitlement, Entitled, Submitted for Permit, Permit Pending, Permit Issued, Under Construction and Completed. The earlier it is, the more room you have to get involved.
What each stage means, and when to make your move: Project stages.
Still stuck? Email [email protected] and a person will reply.