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Applicant ProjectDox quick start guide

Guide
Use this applicant quick start guide to get started with ProjectDox.

1. Complete your permit application.

  • Work with your Process Manager or submit your completed permit application online through DevHub.

2. Prepare files for submittal. Plans must meet specific size and naming conventions.

  • Plans are not to exceed 36 X 48 E/O
  • Each drawing must on a single sheet. Multiple page drawings are not accepted.
  • Follow detailed file naming guidelines noted below.
  • Add required third-party verified digital signature or seal to the project submission as needed.
  • Do not password protect, encrypt or secure files.

File Naming Standards Guide

3. Receive an email invitation from ProjectDox@portlandoregon.gov.

  • The email contains your project information and a link to open the project in ProjectDox.

4. Upload project plans and documents to ProjectDox.

  • Select the appropriate destination folder when uploading plans and documents.
    • Example: upload drawing files to the Drawings folder.
  • Quick Start to File Naming Standards:
    • File names should reflect the file’s content.
    • Limit the file name to 50 characters or fewer. Use abbreviations when necessary.
    • Follow these rules when using special characters.
      • Do use “.” (period), “&” (ampersand), and “ – “ (dashes).
      • Do NOT include any special characters including “_” (underscores), %, #, “,” (commas), etc.
      • Example: 005 A101 THIRD FLOOR PLAN

File Naming Standards Guide

5. Complete the Upload Task in ProjectDox.

  • Select the Tasks tab.
  • Select the Applicant Upload Task associated with your project.
  • Select the box confirming you have completed this task and are ready to submit.
  • Select Upload Complete – Notify the City of Portland.

6. View Project Status and Comments.

  • View project status and review comments at any time by selecting the Status tab and Reviews tab.

7. Prepare and upload corrected files.

  • Select the Tasks tab; select the Applicant resubmit Task associated with your Project.
  • Proceed with uploading the corrected files. Please be sure to submit responses to all comments.
  • Use the exact same file name on revised files as the original file name. When you are successful, you see a “V” followed by a number next to the newly uploaded file name.

Module 5: Resubmit (YouTube)

8. Complete the Applicant Resubmit Task.

  • Once all corrected files are reuploaded, you are ready to resubmit to the City.
  • Scroll down on the Applicant Resubmit Task eForm.
  • Check off the boxes confirming you have completed this task and are ready to submit.
  • Select "Complete to notify the City of your completion".

9. Download reports about different aspects of your project. 

  • The Workflow Routing Slip report shows project status.
  • The Department Review Status report shows department reviews for a specified workflow.

10. Review cycles continue until project is approved.

  • Once the Applicant Resubmit Task is complete, City staff review the corrections. The review cycle continues until all the requirements are met.
  • ProjectDox@portlandoregon.gov sends an email when the project is approved, and issuance fees are due.

Return to the "How to use ProjectDox (Applicant training videos) page.

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