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How to use ePlans (Applicant Training Videos)

Resource
This training series contains six videos for applicants using ProjectDox ePlans through the City of Portland. Topics cover getting started on ProjectDox to resubmitting after a review cycle.
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ProjectDox Applicant Training Video Image

This training series contains five modules for applicants using ProjectDox ePlans through the City of Portland, plus a video on file naming standards and applicant uploads. Topics cover getting started on ProjectDox to resubmitting after a review cycle. Videos are narrated by the Bureau of Development Services staff.

Module 1: Introduction to ProjectDox

This video introduces the ProjectDox electronic plan review software.

Contents

  • 0:00 – Intro
  • 0:41 – What is ProjectDox?
  • 2:07 – Benefits of using ProjectDox
  • 3:24 – Connecting to ProjectDox (Web Connection & Recommended Browser)
  • 3:31 – Supported Browsers for Macs or Mobile Devices

Additional Resources

Logging in to ProjectDox

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

Quick Start Guide to ePlans

A guide to help ProjectDox users get started.

Access ProjectDox

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

ePlans Frequently Asked Questions

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.

Next Step: File Naming Standards and Applicant Upload

Before moving on to Module 2: Navigating ProjectDox, please watch File Naming Standards and Applicant Upload.

Applying for a permit online? In this video, you will learn the file naming standards required to upload drawings/documents and get started with your first project on the City of Portland ProjectDox ePlans Website.

Module 2: Navigating ProjectDox

This video helps applicants navigate the ProjectDox software.

Contents:

  • Time - Subject
  • 0:00 – Intro 
  • 1:04 – Accessing ProjectDox 
  • 1:20 – Login ID (Email) and Password 
  • 1:50 – ProjectDox home screen 
  • 2:42 – Tasks tab 
  • 3:19 – Accepting a Task 
  • 6:21 – Projects tab 
  • 6:31 – Filtering and Customizing Projects columns 
  • 8:11 – Opening a project 
  • 9:10 – Accessing files (drawings and documents) 
  • 10:10 – Downloading approved files 
  • 10:16 – Viewing Markups 
  • 12:03 – Accessing Project Reports 
  • 12:23 – Review Comments Report 
  • 12:40 – Review Comments and Corrections

Additional Resources

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

File Naming Standards

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.

Module 3: Review Windows

This video describes what an applicant sees in review windows in the ProjectDox software.

Contents:

  • Time - Subject
  • 0:00 – Intro 
  • 0:50 – Overview of Tasks 
  • 1:23 – The Workflow Designer 
  • 1:58 – Overview of Changemarks and Library Comments 
  • 2:20 – Comment types 
  • 2:38 – Reviewing and responding to Changemarks 
  • 4:04 – Reviewing and responding to Reviewer Comments 
  • 5:00 – Use reports for full transparency 
  • 5:35 – Workflow Routing Slip report 
  • 6:20 – Department Review Status report 
  • 6:52 – Changemarks report 
  • 7:15 – Review Details report 
  • 7:32 – Downloading reports to Excel

Additional Resources

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

Module 4: View Only Access

This video covers view-only access information in ProjectDox.

Contents:

  • Time - Subject
  • 0:00 – Intro 
  • 0:37 – Role of the ProjectDox Applicant 
  • 0:52 – Overview of View Only members 
  • 1:14 – View Only access 
  • 1:58 – Viewing and exporting reports

Additional Resources

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

Module 5: Resubmit

This video discusses how to address comments and resubmit information after a review cycle.

Contents:

  • Time - Subject
  • 0:00 – Intro 
  • 0:38 – Accepting the Applicant Resubmit Task 
  • 1:17 – Addressing corrections in the Review Comments List 
  • 2:11 – Comment types 
  • 2:44 – Comment statuses 
  • 2:54 – Replying to Changemarks and Comments 
  • 3:24 – Filtering Comments 
  • 4:20 – Adding a Comment 
  • 4:48 – Uploading updated files 
  • 5:55 – Verifying versioning 
  • 6:10 – Uploading new files 
  • 6:38 – Finishing the Applicant Resubmit Task 
  • 6:47 – Accessing the Applicant Resubmit Checklist

Additional Resources

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

Applicant Resubmit Guide

A printable PDF guide to the entire Resubmittal process.

This printable PDF provides instructions for replacing ProjectDox uploads. 

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