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Open Permits Report

Track permit status across all projects to ensure compliance and avoid delays.

Accessing the Report​

Reports > General > Open Permits

Key Metrics​

MetricDescription
Permit NumberPermit reference
ProjectAssociated project
TypePermit type
StatusCurrent status
Application DateWhen submitted
Expiration DateWhen permit expires
MunicipalityIssuing authority

Available Filters​

FilterDescription
StatusPermit status
MunicipalityIssuing authority
Date RangeApplication date
Project ManagerFilter by PM
Expiration RangePermits expiring soon

Permit Status Types​

StatusDescription
DraftNot yet submitted
AppliedSubmitted, awaiting review
In ReviewUnder jurisdiction review
ApprovedPermit granted
ActiveWork authorized
Inspection PendingAwaiting inspection
ExpiredPast expiration date
ClosedFinal approved/complete

Tracking Permit Lifecycle​

Application Phase​

  • Draft permit created
  • Documentation gathered
  • Application submitted
  • Fees paid

Review Phase​

  • Jurisdiction review
  • Revisions requested
  • Resubmission
  • Approval received

Active Phase​

  • Work authorized
  • Inspections scheduled
  • Progress tracked
  • Renewal if needed

Closeout​

  • Final inspection
  • Permit closed
  • Documentation archived

Expiration Management​

Expiring Soon Warning​

Monitor permits expiring within:

  • 30 days: Action needed
  • 60 days: Plan renewal
  • 90 days: Awareness

Expired Permits​

Immediate attention:

  • Work may need to stop
  • Renewal required
  • Potential penalties

Export Options​

Click Export CSV to download:

  • Permit list
  • Status tracking
  • For scheduling and compliance

Common Use Cases​

  1. Daily review: Check pending permits
  2. Weekly planning: Schedule inspections
  3. Compliance audit: Verify all permits current
  4. Project planning: Track permit dependencies

Tips​

  • Review weekly minimum
  • Set calendar reminders for expirations
  • Track permit processing times
  • Build relationships with jurisdictions