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
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
A guide to help new ProjectDox users log into ProjectDox for the first time.
A guide to help ProjectDox users get started.
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.
Module 2: Navigating ProjectDox
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.
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
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
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
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
Review Comments Quick Step Guide
In this Quick Step Guide, ProjectDox Applicants will learn how to respond to comments from reviewers using the Review Comments List. This is part of the Resubmit portion of the workflow.
A step by step guide for the entire resubmittal process.
Resubmit/Versioning Files Quick Step Guide
In this Quick Step Guide, ProjectDox Applicants will learn how to resubmit files that have been corrected as well as how to upload versioned files correctly. This is part of the Resubmit portion of the workflow.
Complete this form with every resubmittal and upload it to the Documents folder in ProjectDox.
This printable PDF provides instructions for replacing ProjectDox uploads.