danger
COVID-19 Freeze for Multnomah County

The four-week (minimum) freeze is in effect through December 16th.

ePlans Applicant Training Videos

This training series contains 5 modules for applicants using ProjectDox ePlans through the City of Portland. Topics cover getting started on ProjectDox to resubmitting after a review cycle.

On this page
Cover image for the ProjectDox Applicant Training Videos

This training series contains 5 modules for applicants using ProjectDox ePlans through the City of Portland. Topics cover getting started on ProjectDox to resubmitting after a review cycle. Videos are narrated by the Bureau of Development Services ePlans Review Specialists Angie Tomlinson, Melissa Linehan, and Anna Sposito.

Module 1: Introduction to ProjectDox

This video provides an overview of ProjectDox and the Electronic Plan Review processes and system requirements for using the web-based ProjectDox software.

Contents:

  • Time - Subject
  • 0:51 – What Is ProjectDox?
  • 1:53 – Benefits of Using ProjectDox
  • 2:50 – Connecting to ProjectDox (Web Connection & Recommended Browser)
  • 3:19 – Supported Browsers for Macs and Mobile Devices

Additional Resources

Logging in to ProjectDox
A guide to help new ProjectDox users log into ProjectDox for the first time.

Access ProjectDox
Click to launch ProjectDox itself and login with your email address and password.

A guide to using, and solving common issues related to using, ProjectDox on Windows computers and laptops.

A guide to using, and solving common issues related to using, ProjectDox on macOS computers and laptops.

A guide to using, and solving common issues related to using, ProjectDox on iPad.

A guide to using, and solving common issues related to using, ProjectDox on Samsung Galaxy Tab, Google Pixel Slate, Amazon Fire, and other Android-powered tablets.

Frequently Asked Questions about using PDX ePlans.

The Quick Start Guide to using PDX ePlans.

Next Steps

Before moving on to Module 2: Navigating ProjectDox, please watch these YouTube videos Getting Started with PDX ePlans and PDX ePlans File Naming Standards.

Learn how to login for the first time and upload drawings or documents using the City of Portland's electronic plan review system, PDX ePlans.
Applying for a permit online? In this video, applicants will learn the file naming standards required to upload drawings for their projects on the City of Portland ProjectDox ePlans Website.

Click here to return to the top of the page.

Module 2: Navigating ProjectDox

This video will teach applicants how to navigate ProjectDox and highlight some useful tools found within the system.

Contents:

  • Time - Subject
  • 0:54 – Accessing ProjectDox
  • 1:12 - Login ID (Email) and Password
  • 1:31 – Login and Download MSI File
  • 1:50 – ProjectDox Home Screen
  • 2:25 – Tasks Tab
  • 3:09 – Accepting a Task
  • 3:55 – Projects Tab
  • 4:34 – Customizing and Filtering Projects Columns
  • 5:43 - Opening a Project
  • 6:54 – Accessing Drawings
  • 7:52 – Viewing Markups
  • 9:04 - Accessing Project Reports
  • 9:30 – Checklist Comments Report
  • 9:46 – Comparing Drawings (Markups)

Additional Resources

Logging in to ProjectDox
A guide to help new ProjectDox users log into ProjectDox for the first time.

Access ProjectDox
Click to launch ProjectDox itself and login with your email address and password.

Use this checklist to ensure you have everything ready for submitting your permit application to BDS.

/bds/uploading-documents-projectdox

Once you have submitted your application form and you have been invited to a project in ProjectDox, you may upload your electronic files to ProjectDox. This page provides resources to help you do that.

ePlans files are managed and sorted by filename, so it's important to follow approved naming standards throughout the life of your project.

An indexed, printable manual to help you with the complete application process.

Click here to return to the top of the page.

Module 3: Review Windows, Checksheets vs. Changemarks & Checklist Items

This video provides information on how ProjectDox functions with tasks; the difference between CheckSheets, Changemarks and Checklist items; and how to run and export reports to Excel.

Contents:

  • Time - Subject
  • 0:36 – Overview of Tasks
  • 1:09 – the Workflow Designer (The Lobster)
  • 1:52 – Overview of ChangeMark Items
  • 2:24 – Overview of CheckList Items
  • 2:37 – Status of CheckList Items
  • 3:08 – Use Reports for Full Transparency
  • 3:38 - Department Review Status Report
  • 4:13 – Workflow Routing Slip Report
  • 4:35 – Changemarks Report
  • 4:54 – Viewing and Downloading the Checklist Comments Report

Additional Resources

Access ProjectDox
Click to launch ProjectDox itself and login with your email address and password.

ePlans files are managed and sorted by filename, so it's important to follow approved naming standards throughout the life of your project.

An indexed, printable manual to help you with the complete application process.

Click here to return to the top of the page.

Module 4: View-only Members

This video will cover View-only membership access of ProjectDox.

Contents:

  • Time - Subject
  • 0:26 – Role of the ProjectDox Applicant
  • 0:48 – Overview of View-only Members
  • 1:07 – View-only access
  • 1:23 – Viewing and Exporting Project Reports

Additional Resources

Access ProjectDox
Click to launch ProjectDox itself and login with your email address and password.

A detailed guide to working with ProjectDox within the View only group.

Click here to return to the top of the page.

Module 5: Applicant Resubmit

This video will cover how to address comments and resubmittal of information after a review cycle.

Contents:

  • Time - Subject
  • 0:25 – Accepting the Applicant Resubmit Task
  • 1:02 – Addressing Changemark Comments in the Changemarks Grid
  • 1:40 – Replying to Changemark Items in Subsequent Review Cycles
  • 2:19 – Addressing Checklist Items
  • 3:17 – Uploading Updated Files
  • 3:50 – Verifying Versioning
  • 4:25 – Adding Changemark Cloud and Changes(delta) on Drawings
  • 4:49 – Finishing the Applicant Resubmit Task
  • 5:25 – Accessing the Applicant Resubmit Checklist

Additional Resources

Access ProjectDox
Click to launch ProjectDox itself and login with your email address and password.

Complete this form with every resubmittal and upload it to the Documents folder in ProjectDox.

A printable PDF guide to the entire Resubmittal process.

Click here to return to the top of the page.