Add or Edit Permit Types

Permit information can be included on work orders to track permit costs and include them in the work order costs when permit costs are paid by your organization. Permit types are defined here.

1. From the General tab, click Permit Types.

The Permit Types panel lists all existing permit types. You can filter the list by typing the first few letters of the Permit Type in the search box in the top-right corner.

2. Click Add to add a new permit type.

3. Enter the Permit Type and a Description.
4. Select the Source for the permit.

NOTE: These are defined in Preferences under Custom Codes > APSOURCE.

5. Enter the Cost of the permit and click Add.

The new permit displays in the Permit Types panel.

6. Select it and finish editing the details of the permit in the Details panel.

7. To edit a Permit Type, select it from the Permit Types panel and make the desired changes. Multiple permit types can be selected to edit a select number of fields in bulk.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.