How to Create an Application for an Existing Project in Cloudpermit

In Cloudpermit, users have the option to create a supplemental application for an existing project. This guide provides step-by-step instructions on how to create an application for an existing project within the Cloudpermit platform.

Steps to Create an Application for an Existing Project:

  1. Accessing Application Creation:
    • Begin by navigating to your Dashboard within Cloudpermit.
    • Click on the "Create a New Application" button.
  2. Select Existing Project:
    • In the application creation interface, navigate to the "Select Existing Project" tab.
    • Choose the existing project to which you want to add the application and click "Next."
  3. Provide Property Information:
    • The province/state and municipality details will be automatically copied from the existing project and cannot be changed.
    • Enter the property address or roll number in the search text field. Alternatively, you can locate properties by clicking and dragging them on the map.
    • Click "Next" to proceed.
  4. Select Application Details:
    • The application type will be the same as the existing application and cannot be changed.
    • Choose the project type, category, work type, and target for the supplemental application.
    • Click "Next" to continue.
  5. Review and Finalize:
    • Review the application data summarized under the "Summary" section.
    • Ensure all necessary information is provided.
    • Click "Finish & Create" to finalize the creation of the supplemental application.
  6. Review and Complete Required Tasks:
    • The draft application will copy parties from the existing application.
    • Check the "Required Tasks" progress bar to identify any pending actions before submitting the application.
    • Complete any required tasks as indicated.

By following these steps, users can easily create a supplemental application for an existing project in Cloudpermit. This functionality streamlines the process of adding new applications to ongoing projects, ensuring efficient project management within the platform.

If you encounter any difficulties or require further assistance, please do not hesitate to reach out to our support team for help.

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