New Projects
Sending a Project for Intake by Email
In addition to being able to submit a project into intake through the product, you can also email the project details to Pulley. This is great for tea...
How do I start a project?
Navigate to your Portfolio overview of your projects. Click New Project in the top right corner. Select Create a new project . Alternatively, you c...
Sharing & Invites
How do I assign and reassign roles in my project?
Click on the People tab in your project. Under the "Leads" view, click Add Discipline Lead . Select the discipline you'd like to assign or reassign...
How do I invite my team members to my project?
Select the relevant project from your Portfolio overview. Click the People tab in the row of options below your project name at the top. Click +Inv...
How do I join a project I'm not on?
Select the project you would like to join in your Portfolio overview. Click Join under the project name. You will now receive notifications about th...
Where can I find the team members on my project?
Select the relevant project from your Portfolio overview. Click on the People tab in the row of options below your project name at the top. From thi...
Permit Requirements
How do I interpret and use my permit plan?
Your permit plan outlines the permits you'll need for your project. On your permit plan, you'll find the type of permits for the project, the approval...
How do I submit an additional item that isn't listed as a permit requirement?
Navigate to your project from the Projects overview. Select the approval under the permit that the additional item should be linked to. Click Uploa...
How do I access the feasibility report?
Selecting the relevant project from your Portfolio overview. Click on the Documents tab. Under attachments, click on the document labeled "Feasibili...
What are tasks and how do I view them?
Tasks are action items associated with submittal items that need to be completed before a submission. Start by selecting the relevant project from you...
Comment Response
How do I view a comment letter and annotated plans?
Select the approval that has comments in the Permits overview of your project. Click Address # comments under "Respond to comments." Click Official...
How do I review and respond to comments?
Select the approval that has comments in the Permits overview of your project. Click Address # comments under "Respond to comments." Pulley has pull...
How do I assign and reassign comments?
Select the approval that has comments in your Permits overview of your project. Click Address # comments under "Respond to comments." Under the "Ass...
Collaboration & Discussions
How do I use discussion threads to communicate internally?
Discussions are conversation threads and a great way to communicate internally with your team about tasks. Start by selecting the relevant project fro...
How do I assign and reassign a task?
Select the relevant project from your Portfolio overview. Click on the Tasks tab in the row of options below your project name at the top. Filter fo...
Plans & Forms
How do I upload documents not related to my submittal?
Click the Documents tab in your project. Click New Document in the top right corner. This will open a window that will allow you to select the typ...
Where do I find my plans, forms, and other documents?
Select the relevant project from your Portfolio overview. Click the Documents tab. From here, you can attach your plans, forms, and documents to the...
Issuance & Pick Up
What are permit fees and how do I pay them?
Permit fees are fees imposed by jurisdictions to obtain permits. To pay your permit fees, start by selecting the relevant project from your Portfolio ...
Where do I find my approved permits and plans?
Select the relevant project from your Portfolio overview. Click on any completed approval under the permit you want to view. Under Helpful Links, cl...