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ePlans User Manual - Park Construction Permit

1. Task Name REJECT Compile PDCO Team Comments Responsible Group Lead Technical Reviewer Task Name Send Comments NO REVISION REQUIRED REVISION REQUIRED REJEGT Task Name Review Revised Drawings ponsible Group Lead Technical Reviewer Task Name Additional Review Needed i s REVIEW Revi Responsible Group EERDE Lead Technical APPROVED Reviewer Task Name Approve Drawings Prepare Permit and Calculate Fee Responsible Group Construction Supervisor Task Name Recieve Fee Payment Issue Permit Responsible Group Task Name Upload As Built Plans Responsible Group Construction Supervisor Page 25 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 26 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Before an applicant is issued a Park Construction Permit the applicant must fill out the necessary information using an online application Below are the link and a screenshot of the application CO Parks Permit Testing o D27 CLEARSPRING LOCAL PAR 030 COLESVILLE LOCAL PARK F02 COLUMBIA LOCAL PARK E74 CROSS CREEK CLUB LOCAL PARK D31 DARNESTOWN LOCAL PARK D32 DEWEY LOCAL PARK D33 DICKERSON LOCAL PARK D34 DUFIEF LOCAL PARK Y Description of Proposed Work Natural Resources Broad Run wl x ft February e f
2. 01 Cover Sheet pdf Delete checked files 19 2014 8 56 40 AM 564 KB Fff Fff amp 3 Z8 x Page 38 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks OTHER FUNCTIONS Page 39 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 40 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Folder Management The ePlans platform is designed to be a secure online location to store drawings reports correspondence and other project specific documentation A default file organization tree has been set up within the PARKS Project template While this folder structure is standard to the Park Development Division and every effort should be made to adhere to these standards the folder structure can be modified at any point during a project by the Project Manager 1 To edit a project s folder structure click the Edit button in the Main Tool Bar of the project s Main Screen Click the Folders tab at the top of the screen D ans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery C Folders 2013 0103 atelier IE Projects Profile Logout w Projectinfo Folde xole Metadata Groups Permissions Reports Export Notifications Workflow Return To Project Print Expand curent Collapse all 2013 0103 scu Current Submissions X e SJ 6 Files 12 New Add Folder
3. Column Project Name Markup Name Markup Text Markup Date 5 File Name First Name Last Name Email Address T j t es 2013 0103 Aaron f amp amp Remove parking lot improvements from this set 1 4 2013 11 11 50 AM L 02Layoutpdf Aaron aaron M S montgomeryparks org 2013 0103 Aaron w Extend the wall all the way across 1 4 2013 11 11 50 AM L 02Layoutpdf Aaron d i aaron amp X wGmontgomeryparks org 2013 0103 Aaron M iy h 1 4 2013 11 11 50 AM L 02Layoutpdf Aaron AU aaron M M a omontgomeryparks org 20130103 Aaron fh Ny 1 4 2013 11 11 50 AM L 02Layoutpdf Aaron M7 aaron e o montgomeryparks org Ex po rt 2013 0103 Aaron fy Hy Extend shrubs to meet existing 1 4 2013 11 12 28 AM L 06 Planting pdf Aaron RU aaron M y amp omontgomeryparksf ro 20130103 Aaron hp M y 1 4 2013 11 12 28 AM L 06 Planting pdf Aaron My aaron A o montgomepiffarks org O pti ons TENTI b fade 1 of 1 6 items Download Export Options M7 Re port Data Show Column Titles 7 Show Grid Lines Column Titles Forecolor White Alternating Row Color Gre gimn Titles Backcolor Blue v File Tyg XLS M Download Report Data F j e Type Page 49 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 3 Youcan print a hard copy of the report by clicking the Print button at the top right of the screen 4 Youcan save the report to your computer in a number of different file types depending on how
4. Ednor Recreation Building Ellsworth Urban Park Elm Street Urban Park Elmhirst Parkway Nca Emory Grove Hills Nca English Court Nca English Manor Elementary School Evans Parkway Neighborhood Park Fairdale Road Nca Fairland Recreational Park Fairview Road Urban Park Falls Road Local Park Farmland Drive Local Park Fenton Street Urban Park Fernwood Local Park Fleming Local Park Flower Avenue Urban Park Flower Hill Local Park Flower Valley Neighborhood Park Forest Glen Neighborhood Park Forest Grove Neighborhood Park Fountain Hills Local Park Fox Chapel Neighborhood Park Fox Hills West Neighborhood Park B19 N42 D43 N45 B20 D44 D45 A25 A28 B21 B22 F05 B23 D47 A27 D48 N66 D49 P11 S13 G05 P78 P79 P80 P81 P82 P83 P84 P85 P86 S03 E59 B24 D51 B70 E53 HO1 The Maryland National Capital Park and Planning Commission Garrett Park Waverly Neighborhood Park Garrett Park Day Care Center Garrett Park Estates Local Park Garrett Park Library General Getty Neighborhood Park Georgian Forest Local Park Germantown East Local Park Germantown Square Urban Park Germantown Town Center Urban Park Glen Echo Heights Neighborhood Park Glen Haven Neighborhood Park Glen Hills Local Park Glen Mar Neighborhood Park Glenfield Local Park Glenmont Greenway Urban Park Glenmont Local Park Glenmont Local Park Recreation Facility Good Hope Local Park Goshen Branch Stream Valley Park Goshen Elm Conservation Park
5. Goshen Recreational Park Great Seneca Stream Valley Unit 1 Great Seneca Stream Valley Unit 2 Great Seneca Stream Valley Unit 3 Great Seneca Stream Valley Unit 4 Great Seneca Stream Valley Unit 5 Great Seneca Stream Valley Unit 6 Great Seneca Stream Valley Unit 7 Great Seneca Stream Valley Unit 8 Great Seneca Stream Valley Unit 9 Green Farm Conservation Park Greenbriar Local Park Greenwich Neighborhood Park Greenwood Local Park Gregerscroft Neighborhood Park Griffith Local Park Gude Drive Recreational Park Page 66 of 79 D52 D53 C33 B25 C13 P13 B54 B26 N60 N67 D54 N18 B27 B82 L18 B84 515 E68 D23 C35 D55 N68 C40 D56 B29 D37 B30 L17 E67 N69 D57 A14 N70 D58 D59 B31 P14 Montgomery Parks Gunner s Branch Local Park Gunner s Lake Local Park Gunner s Village Nca Harmony Hills Neighborhood Park Hastings Nca Hawlings River Stream Valley Park Heritage Farm Neighborhood Park Highland Stone Neighborhood Park Hillandale Adult Edu Center Hillandale Local Park Recreation Facility Hillandale Local Park Hillandale Park Office Building Hillmead Neighborhood Park Hillwood Manor Neighborhood Park Historic Hyattstown Open Space Spcl Park Hopefield Neighborhood Park Hoyles Mill Conservation Park Hoyles Mill Village Local Park Hunters Woods Local Park Hunters Woods Nca Indian Spring Terrace Local Park Indiansprng Terrace Local Park Rec Facility Inverness Forest Nca Jesup Blair Lo
6. Middlebrook Hill NCA Middlevale Neighborhood Park Mildred Pumphrey Community Center Miles Road NCA Mill Creek Stream Valley Park Mill Creek Towne Local Park Mineral Springs NCA N32 B36 NO5 D76 C17 P27 P28 P29 E56 H03 M50 MOS8 B37 S11 D77 E62 D78 N74 B38 B39 N75 P30 P31 P32 N76 D79 N77 D80 D81 S05 C18 M 13 G08 P37 P34 P35 P36 The Maryland National Capital Park and Planning Commission MLK Jr Maintenance Yard Montgomery Hills Neighborhood Park Montgomery Regional Office MRO Mount Zion Local Park Moyer Road Local Park Muddy Branch Stream Valley Unit 1 Muddy Branch Stream Valley Unit 2 Muddy Branch Stream Valley Unit 3 Muncaster Manor Local Park Muncaster Recreational Park Needwood Boat Rental Area Needwood Visitor Center Property New Hampshire Estates Neighborhood Park New Hope Island Conservation Park Newport Mill Local Park Nike Missile Local Park Nolte Local Park Nolte Local Park Recreation Facility Norbeck Meadows Neighborhood Park Norbeck Muncaster Mill Neighborhood Park Norbeck Muncaster Mill Recreation Facility North Branch Stream Valley Unit 2 North Branch Stream Valley Unit 3 North Branch Stream Valley Unit 4 North Chevy Chase Local Park Rec Facility North Chevy Chase Local Park North Four Corners Local Park Rec Facility North Four Corners Local Park North Gate Local Park North Germantown Greenway Stream Valley Park North Point NCA Northwest Branch Golf
7. Publish Measure Toolbar Calibration Calibrate scale to known length Select units rv Enter length between selected points 5 ft Measure H x Ccm Heb Takeoff Calibration Graphic DWG L02 of 6 Scale os m C MAA 1 Open a drawing in the Brava Viewer by clicking its thumbnail in the Project File List 2 Zoom to the drawing s graphic scale If no graphic scale exists zoom to a known dimension 3 Click the small arrow button to the right of the Measure or Takeoff link at the top of the Brava Viewer and select Calibrate from the drop down menu 4 Make sure the Snap checkbox is checked 5 Place your cursor at the O hash mark of the graphic scale and click once f no graphic scale exists use the beginning point of a known dimension 6 Place your cursor at the next hash mark of the graphic scale and click once f no graphic scale exists use the end point of a known dimension 7 Select the units you wish to use from the Select units drop down menu 8 Type in the dimension of the line you just traced and click OK to calibrate the drawing 9 Click the small arrow button at the top of the Brava Viewer and select Measure from the drop down menu Use the Measure Toolbar at the left side of the screen to measure elements in the drawing Hold your cursor over each button in the tool bar to see that button s function Page 44 of 79 Th
8. overview of all of the Project Manager s tasks within the Workflow Project Template A collection of default settings most commonly used for Park Development projects The project template can be used as is or customized to meet the needs of each specific project Most Page 76 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks projects will not require any changes to the template See page Error Bookmark not defined for instructions on editing the project template QAP Quality Assurance Program An initiative of the Park Development Division to assure the professional quality and uniform format of construction documents QAP Checklist A guide for Project Managers and Consultants to verify that construction documents meet the standards and requirements developed by the Park Development Division for document content and format prior to issuing them for procurement and construction The QAP Checklist must be completed by the Project Manager and verified by the QAP Officer prior beginning the procurement process See page Error Bookmark not defined for instructions to the Project Manager on preparing the QAP Checklist See page Error Bookmark not defined for instructions to the QAP Officer on verifying the QAP Checklist QAP Officer The last person to review a set of contract documents before they go out to bid Following a standard checklist of requirements the QAP officer ensures that a s
9. you plan to use the data Start by customizing the report s appearance using the checkboxes and pull down menus in the Export Options Atthe far right of the Export Options you can choose which file type you want to create e CSV Comma separated value e DOC Microsoft Word document e HTML Internet ready document e MS Office XML Microsoft Office Extensible Markup Language e XLS Microsoft Excel spreadsheet e XML Extensible Markup Language 5 Once you have selected your Export Options click the Download Report Data button A new window will appear with a link to the report for you to download Click the link to open it or to save it Current Project Project Markups Listing Current Project all file markups report Exported file for download Ex 6 For Workflow reports click the Tasks List button on the Main Tool Bar of a project s Main Page The bottom of the page will list all of the Workflow reports that are available for this project see screen shot on the next page 7 Click the report you wish to generate and follow steps 2 through 6 above Page 50 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County 2013 0103 soci llona Projecte Prone i 8 i ione ain Contact 7 Expand current Collapse Ul Seneca Lodge Tent Pad E 2013 0103 ea Current Submissions 6 Files 12 New Show All
10. B51 N84 B52 B80 LO4 P57 P72 P58 P59 P60 P61 C44 B85 B53 N85 E01 HO8 B15 G11 E02 E03 E04 E05 C25 E06 E66 N87 E07 E08 E09 E10 L15 F07 The Maryland National Capital Park and Planning Commission Sherwood Forest Manor Neighborhood Park Sherwood Forest NCA Shirley Povich Field Silver Spring Intermed Neighborhood Park Sligo Avenue Neighborhood Park Sligo Avenue Recreation Facility Sligo Cabin Neighborhood Park Sligo Creek North Neighborhood Park Sligo Creek Public Golf Course Sligo Creek Stream Valley Unit 1 Sligo Creek Stream Valley Unit 1a Sligo Creek Stream Valley Unit 2 Sligo Creek Stream Valley Unit 3 Sligo Creek Stream Valley Unit 4 Sligo Creek Stream Valley Unit 5 Sligo Mill NCA Sligo Mill Overlook Neighborhood Park Sligo Bennington Neighborhood Park Sligo Dennis Avenue Local Park Recreation Facility Sligo Dennis Avenue Local Park Soccerplex Of South Germantown South Four Corners Neighborhood Park South Germantown Recreational Park South Gunner s Branch Local Park Southeast Olney Local Park Spencerville Local Park Stewartown Local Park Stonecrest NCA Stonegate Local Park Stonehedge Local Park Stoneybrook Local Park Recreation Facility Stoneybrook Local Park Strathmore Local Park Stratton Local Park Strawberry Knoll Local Park Sugarland Special Park Sundown Road Local Park Page 70 of 79 E11 B78 B79 A19 M58 B55 E51 S06 P87 E12 P63 N88 E52 B56
11. Course Northwest Branch Recreational Park Northwest Branch Stream Valley Unit 7 Northwest Branch Stream Valley Unit 3 Northwest Branch Stream Valley Unit 4 Northwest Branch Stream Valley Unit 5 Page 68 of 79 D07 N78 C19 H04 NO7 C20 B40 D84 N33 HO5 B41 B42 B67 D85 P12 LO7 D86 N79 B43 P38 P39 P40 N17 N25 F09 M45 M44 D87 NO9 S07 C21 B44 KO6 A17 E75 N80 D88 Montgomery Parks Norwood Local Park Norwood Local Park Recreation Facility Norwood Village NCA Oak Ridge Conservation Park Oakley Cabin Museum Park Old Farm NCA Olney Acres Neighborhood Park Olney Family Neighborhood Park Olney Manor Maintenance Facility Olney Manor Recreational Park Olney Mill Neighborhood Park Olney Square Neighborhood Park Opal A Daniels Neighborhood Park Orchard Neighborhood Park Ovid Hazen Wells Greenway Ovid Hazen Wells Recreational Park Owens Local Park Owens Local Park Recreation Facility Paint Branch Neighborhood Park Paint Branch Stream Valley Unit 4 Paint Branch Stream Valley Unit 5 Paint Branch Stream Valley Unit 6 Park Police Headquarters Saddlebrook Park Police Special Operations Woodlawn Parkland Local Park Parklawn Group Camping Area Parklawn Group Picnicking Area Parklawn Local Park Parkside Headquarters Patuxent River Watershed Conservation Pk Peach Orchard Neighborhood Conservation Area Peachwood Neighborhood Park Pennyfield Lock NCA Philadelphia Avenue Urban Park Piedmont
12. Crossing Local Park Pilgrim Hill Local Park Recreation Facility Pilgrim Hill Local Park N81 D89 D90 D91 N11 D62 LO6 C39 B45 D92 B46 N82 G09 D93 D94 K08 P42 P43 P44 D95 L13 H07 S14 M37 N28 M11 NO6 G10 P45 P52 P53 P54 P55 P56 P46 P47 P48 The Maryland National Capital Park and Planning Commission Pinecrest Local Park Recreation Facility Pinecrest Local Park Pleasant View Local Park Plumgar Local Park Pope Farm Nursery Potomac Community Neighborhood Park Potomac Horse Center Special Park Potomac Palisades Conservation Park Quebec Terrace Neighborhood Park Quince Orchard Knolls Local Park Quince Orchard Valley Neighborhood Park Quince Orchard Valley Recreation Facility Rachel Carson Conservation Park Randolph Hills Local Park Ray s Meadow Local Park Red Door Store Historical Cultural Park Reddy Branch Stream Valley Unit 1 Reddy Branch Stream Valley Unit 2 Reddy Branch Stream Valley Unit 3 Redland Local Park Rickman Farm Horse Park Special Park Ridge Road Recreational Park River Road Shale Barrens Conservation Park Rock Creek Hills Local Park Rock Creek Maintenance Facility Rock Creek Regional Needwood Golf Course Rock Creek Regional Needwood Mansion Rock Creek Regional Park Rock Creek Stream Valley Unit 1 Rock Creek Stream Valley Unit 11 Rock Creek Stream Valley Unit 12 Rock Creek Stream Valley Unit 14 Rock Creek Stream Valley Unit 15 Rock Creek Stream Valley Unit 16 Roc
13. Type 3 Length Area Unit System English Precision 11 In the Name field enter the type of element you want to count 12 Select the color you wish to use You may want to differentiate between separate elements or materials by assigning a different color to each 13 Select the Measurement Type you want to use The appropriate buttons in the Measure Toolbar will become active depending on which Measurement Type you select Length Calculate the overall length of a specific element or material This is helpful in calculating the total linear footage of fencing or piping Area Calculate the total area of a space or material This is helpful in calculating the total square footage of various paving types seed mixes required for lawn or forest cover Count Tally the quantity of a certain type of element or feature This is helpful in counting parking spaces or individual plants Select your preferred Unit System Unit and Level of Precision from the dropdown menus 14 Click the OK button Repeat steps 10 through 14 for each element you want to count Your level of specificity should depend on the level of completion the documentation has reached For instance create separate categories for trees and shrubs if that is what is identified on a landscape plan If a detailed plant schedule has been provided you may want to create a separate category for each type of vegetation to confirm the consultant s plant c
14. by entering a note in the Response field for that changemark Project Construction Plans 50 Revie Project Info Contact Info Pr ect File Markups Filter by Group Refresh Changemarks Publish to PDF Resolved File Cycle Group PDCO Group PDCO Group PDCO Group Markup Description CTT AF01 Layout pdf L 02 Layout pdf CNN diens anni Mi Na Me Ne oe Save Chang mark Updates F Show My Changemarks E Show All Changemarks for All Cycles xz Project File Markups Tab Response Field Details Response Reve Wil misd Save parking lot improvements Chan ge from this sg mark Updates end the all all the way across Extend shrubs to meet existing Be sure to respond to all changemarks even if the response is as simple as will comply This lets the Lead Technical Reviewer know that you have reviewed and considered every changemark Page 34 of 79 6 10 11 The Maryland National Capital Park and Planning Commission Montgomery Parks You can view changemarks within the context of an entire drawing by navigating back to the project s Main Page and selecting the folder to which your drawings are saved Do not close the eForm while you are viewing changemarks it may be helpful to toggle back and forth between the two screens Curent Sot Select 2 Bard 01 Cover Sheet pdf 1 4 2013 10 18 43 AM 577 KB WR RN NL 1 4 2013 10 18 44 AM 225 KB a TT
15. ce Documents X GA Drawings X GY a Project Permits Folder X Gy Save Folder Ga Photos X G 2c Procurement and Contract X ge Order H 2 Project Correspondence X GA H 2 Uploads X lg H E ChangeMarkReports Zate Add Folder Save Folder Order 2 To modify individual folders use the icons to the right of the folder name e Click the Delete x icon to delete a folder and all of its contents e Click the View Permissions icon to changes which users have access to view modify or add to a folder qn 3 To change the order folders are viewed in the project s Main Page click and drag the folder you e Click the Rename icon to rename the folder wish to move to the location you wish to move itto Click the Save Folder Order button when you are finished organizing folders During the design review phase of a project the Current Submissions is the most commonly accessed folder by all users which is why its default location is at the top 4 Tocreate a new folder click the Add Folder link Page 41 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks File Management Once a phase of a project is complete you may want to create record sets of Consultant submissions or move older working files to archive folders Instead of downloading and uploading files to your computer this can all be accomplished within the ePlans platform Project Man
16. of checkmarks placed within the highlighted category 16 To save quantity takeoffs as a spreadsheet or text file click the Export link in the Takeoff Menu The Takeoff Export window will appear Takeoff Export M Select categories to export Concrete Paving Flagstone Paving Mulch Beds Parking Spaces Shrubs Select All Deselect All Page 47 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 17 Select the Categories you would like to export Hold the Ctrl key down and click to select multiple categories Alternately click the Select All button to export all categories 18 Determine the format to which you want to save your data Save to Clipboard This will copy each category and quantity as a string of text You can paste this information directly into the text of an email or into a word processing document Concrete Paving 125 6 ft Flagstone Paving 2755 4 sq ft Miulch Beds 0 0 S in Parking Spaces 11 count Shrubs 7 count Save to File This will save a comma separated value csv file that can be opened in a spreadsheet program such as Microsoft Excel B Concrete Paving 125 6 ft Flagstone Paving 2755 4 sq ft Mulch Beds 0 sq in 1l count 7 count 19 When you have finished exporting data click the Close button on the Takeoff Export Window 20 To save all of the takeoffs you have calculated click the Save As button
17. run ActiveX Controls 3 Once the file is downloaded the ProjectDox Components 7 7 Setup Wizard will automatically launch Follow the instructions in the Setup Wizard When the Setup Wizard is complete you should be able to run ePlans on your computer Page 63 of 79 Montgomery Parks Park Facility Codes Each project created within ePlans is assigned a unique Project Number consisting of several pieces of The Maryland National Capital Park and Planning Commission information that relate directly to the location timing and type of work being done The first component of the Project Number is the Park Facility Code Every facility within the Montgomery County Parks system has a unique Facility Code consisting of a letter followed by a two digit number All of the Park Facility Codes for Montgomery County Parks are listed below E24 A01 SO1 N48 KO7 KO1 B28 DO2 DO3 CO1 DO4 N61 F22 FO1 F10 DO5 N47 A03 M01 B81 DO6 B01 CO2 C45 DO8 D09 C03 M48 N27 N29 GO7 Aberdeen Local Park Acorn Urban Park Adventure Conservation Park Adventure Nature Center Building Ag History Farm Park Activity Center Agricultural History Farm Park Amity Drive Neighborhood Park Aquarius Local Park Arcola Local Park Arctic Nca Argyle Local Park Argyle Local Park Recreation Facility Arora Hills Local Park Aspen Hill Local Park Avenel Local Park Ayrlawn Local Park Ayrlawn Recreation Building Battery Lane Urba
18. C all If changemarks exist within a drawing the Markups icon i will appear below the file name Click on the Markups icon and the View Markup Screen will appear To view changemarks click on the View box for each markup name you would like to see You can view as many or as few changemarks at the same time as you would like Once you have selected the changemarks you want to view click the View button The drawing and all of its changemarks will appear in the Brava Viewer Here you can use the toolbar at the bottom of the screen to pan and zoom to areas of the drawing You can also click on individual changemarks to see the text of each Markups attached to L 02 Layout pdf Delete f View Markup Name Author Date 7 INANAANAN CUNNINONNNISHUA 2013 14 11 50 AM amp After reviewing and responding to all of the changemarks click the Save Changemark Updates button in the Project File Markups Screen of the eForm and click the Review Info tab at the top of the screen After making all of the necessary revisions to your drawings make sure the file names of your revised drawings are identical to the original drawings This will enable versioning which allows users to overlay multiple files of the same name on top of each other to see changes from version to version Keeping identical file names does not overwrite older files with newer ones a copy of the original file will still exist in ePlans Page 35 of 79 The Maryl
19. Construction Permit NUNC o H Stamped Files Access Login to ProjectDox Original files that were stamped Hassan Symes sent this notification to you it was not automatically sent by the ePlans DEV 8 3 system If you no longer wish to receive notifications of this type you will need to contact Hassan Symes by sending an email to hassan symes montgomeryparks org or the project administrator If you do not have access to the specified folder please contact the Project Administrator 2 You will then login into to eplans 3 Click on the project number and that will navigate you to the folder structure of the project 4 You will then navigate to the Park Construction Permit folder under the Project Permit Folder Red arrow below shows the location of the folder in the hierarchy El 2014 038 Current Submissions 1 Files 0 New H 0 Documents H O Drawings c r Project Permits Folder i 3 Park Construction Permit 1 Files 0 New Dil NRI FSD fa SWM Concept O Building Permit i Other Permit Applications 5 You will check all the documents that you wish to download in the folder and click on the download button to save them to your computer This concludes the task The check box and download button are highlighted below View Folders Upload Files t Current Sort Select bi A Ssma x s
20. E72 C27 C28 B57 B68 P41 E73 LOS B58 N89 E13 E14 D73 A30 S19 B59 N30 E61 P64 P65 P66 P67 P70 Montgomery Parks Takoma Piney Branch Local Park Takoma Park Neighborhood Park Takoma Park South Neighborhood Park Takoma Urban Park Takoma Langley Community Center Tamarack Neighborhood Park Tanglewood Neighborhood Park Ten Mile Creek Conservation Park Ten Mile Creek Greenway Stream Valley Park Tilden Woods Local Park Tilden Woods Stream Valley Park Tildenwoods Local Park Recreation Facility Timberlawn Local Park Tobytown Neighborhood Park Traville Local Park Tuckerman NCA Twinponds NCA Unity Neighborhood Park Upper Long Branch Neighborhood Park Upper Paint Branch Stream Valley Park Upper Rock Creek Local Park Valley Mill Special Park Valleywood Neighborhood Park Veirs Mill Local Park Recreation Facility Veirs Mill Local Park Wall Local Park Waring Station Local Park Warner Circle Special Park Washington Grove Conservation Park Washington Square Neighborhood Park Waters House Special Park Waters Landing Local Park Watts Branch Stream Valley Unit 1 Watts Branch Stream Valley Unit 2 Watts Branch Stream Valley Unit 3 Watts Branch Stream Valley Unit 4 Waverly Schuylkill Neighborhood Park B60 B61 E15 N49 E16 M16 M31 M15 E17 N40 N39 N37 M26 M28 M04 M41 M30 M29 M62 M27 G12 M54 NO8 M17 M51 N93 A20 E18 N90 E19 B62 E20 P74 P62 B63 E21 C29 The Maryland Nationa
21. Explorer and click on the Tools icon Select Internet Options from the dropdown menu The Internet Options Menu will open in a new window a Print File Zoom 100 Safety View downloads Manage add ons F12 developer tools Go to pinned sites Internet options About Internet Explorer 2 Click the Privacy tab Click the Settings button to open the Pop Up Blocker Settings Window Type or paste the main ePlans web address https eplans montgomeryplanning org and click the Add button and then click the Close button to return to the Internet Options Menu 5 Click the OK button in the Internet Options Window to close that window and return to Internet Explorer Page 59 of 79 Montgomery Parks Select a setting for the Internet zone Medium Blocks third party cookies that do not have a compact privacy policy Blocks third party cookies that save information that can be used to contact you without your explicit consent Restricts first party cookies that save information that can be used to contact you without your implicit consent Location Never allow websites to request your Fl physical location Pop up Blocker Turn on Pop up Blocker InPrivate Disable toolbars and extensions when InPrivate Browsing starts Pop upBlockerset ngs m NE ae Pop ups are currently blocked You can allow pop ups from specific websites by adding the site to the lis
22. OJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 06 Planting pdf 258 554 bytes Upload Now Select Files N Select Files Select Folders i Upload URL Upload No 10 Click the Select Files button A Windows Explorer window will open You can also drag files directly from Windows Explorer into the Files to be Uploaded Box 11 Find the files that you want to upload from your computer or local server drive onto ePlans Highlight the desired files and click Open Hold down the Control key to select multiple files 12 Click the Upload Now button to upload the files 13 Once you are finished uploading project files return to the eForm f you closed the eForm you can get back to it by clicking on the task in the Task List see step 1 14 Click the Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure that you want to complete this task If so click OK f you want to leave ePlans and finish this task later click the Save and Close button 15 You are now finished with this task and it will disappear from your Task List 16 You can upload additional files at any time by going to the folder list at the left side of the project s Main Page and following steps 8 through 12 above Page 31 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Upload R
23. TWALL Let SCALE 1 210 0 Measure Toolbar BFWIEW Ann ADPROVAT ISSUED FOR PROCUREMENT ON 1 0 Calibration Window Current Scale Calibrated 1 Open a drawing in the Brava Viewer by clicking its thumbnail in the Project File List Zoom to the drawing s graphic scale If no graphic scale exists zoom to a known dimension 3 Click the small arrow s button to the right of the Measure or Takeoff link at the top of the Brava Viewer and select Calibrate from the drop down menu Make sure the Snap checkbox is checked 5 Place your cursor at the 0 hash mark of the graphic scale and click once If no graphic scale exists use the beginning point of a known dimension 6 Place your cursor at the next hash mark of the graphic scale and click once If no graphic scale exists use the end point of a known dimension 7 Select the units you wish to use from the Select units drop down menu 8 Type in the dimension of the line you just traced and click OK to calibrate the drawing 9 Click the small arrow button again and select Takeoff from the drop down menu 10 Click the New link in the Takeoff Menu at the right side of the screen The Takeoff Category Window will appear Page 45 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Takeoff Category Mame Mulch Beds Color Measurement
24. Tasks For All Users fa Documents a Drawings teal Project Permits Folder Task Attached To Status Created On Updated On pom Photos ReviewBidDocuments Project Manager Pending 1 4 2013 11 58 15 AM 1 4 2013 11 58 15 AM H 0 Procurement and Contract Ea Project Correspondence H A Uploads H A ChangeMarkReports Page 1 of 1 1 items Workflow Date Started Status Workflow Routing Slip Y Workflow Agency Review Status Workflow report displays each agency assig PARKS Workflow 2013 0103 Aaron Feldman Current Project Workflow Rout Task status usergroup user and cycle forth PARKS Workflow 2013 0103 Aaron Feldman Current Project Checklist Rep Checklist Items and Status for Current Project PARKS Workflow 2013 0103 Aaron Feldman Current Project Checklist Rep Checklist Report Not Met Items Only PARKS Workflow 2013 0103 Aaron Feldman Current Project Task Time Re Track the time a Task is in the responsibility PARKS Workflow 2013 0103 Aaron Feldman Page 1 of 1 6 items Sta E Start EForm in Dev mode e MNCPPC ParksWorkflow Page 51 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Publishing Changemarks After each PDCO Team Review cycle you may want to save a record copy of all the changemarks made on the Consultant s drawings ePlans allows you to save changemarks embedded within a drawing or as a comprehensive list organized in an Ex
25. The Workflow is the business process for plan review established by the Park Development Division translated into the customized ePlans platform This section is divided into four subsections that relate to the four user groups in the Workflow Project Manager Consultant PDCO Team and QAP Officer Refer to the subsection for your user group for step by step instructions to complete each of your tasks in the Workflow Other Functions ePlans contains several reporting publishing and document storage functions that can be used outside of the Workflow This section provides a guide for using many of those functions Appendix The Appendix contains additional technical information that provides some troubleshooting instructions to ensure ePlans functions properly on every user s machine Network Administrators are the primary audience for the Additional Technical Information Glossary As you read this manual refer to the Glossary to understand the ePlans specific terminology Page 7 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks In addition to this Comprehensive Guide there are several other reference documents that provide more in depth information about ePlans and its various functions e While you are inside the ePlans platform you can click on the Help button on the Main Tool Bar see the Getting Started section of this guide There is a lot of useful information in the ePlans help site that
26. a Lodge Tent Pad El 2015 0105 Project Info EReportsE a Current Submissions 6 Files 12 New Available repo Lj Documents 2 Drawings EB Project Permits Folder Ga Photos Current Project All Emails Sent Detailed Report ent detail report Current Project All Emails Sent Summary Report Current Project all emails sent summary report Current Project All Files Report Current Project all uploaded files report Current Project All Project Users Current Project all users in Project Current Project All Uploaded Files with Sheet Sizes Current Project all uploaded files with sheet size calculations Li ChangeMarkReports Current Project Entered last 30 days Current Project entered in last 30 days Current Project Entered last 7 days Current Project Entered in last 7 days Current Project Folders Entered last 30 days Current Project folders entered in last 30 days Current Project Folders Entered last 7 days Current Project folders entered in last 7 days Workflow Checklist Report Workflow reviewer selected checklist comments and status report E Procurement and Contract O Project Correspondence 3 Uploads E EE Ee E RT RET RT RE T Page 1 of 1 11 items 2 Click the report you wish to generate The report will appear in a new window Click the column titles to sort the report entries by that title Current Project Project Markups Listing Print Current Project all file markups report
27. ad Technical Reviewer and the PDCO Team The Applicant will also receive and respond to comments made by the Construction Supervisor Lead Technical Reviewer and PDCO Team PDCO Team The Planning Design Construction and Operations PDCO Team consists of Montgomery County Parks employees from various divisions whose work programs are directly impacted by a park development project PDCO Team members will use their individual expertise to review and comment on an Applicant s drawings for accuracy and completeness The Lead Technical Reviewer is always a part of the PDCO Team Page 9 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Construction Supervisor The Construction Supervisor is the first and last person to review a set of documents before a permit is approved This role also uploads the As Built Drawings once they are received from the Applicant Lead Technical Reviewer The Lead Technical Reviewer is in charge of the PDCO Team s correspondence with the Applicant and Construction Supervisor This ensures clarity with correspondence during the workflow External Any person or agency outside of Montgomery County Parks who has review authority over or is directly impacted by a project is considered part of the External User Group Although a Project Manager can elect to provide external stakeholders with ePlans access their review of a Consultant s drawings is usually conducted outside of t
28. agers have the ability to move or copy files anywhere within their project and can set permissions for other users to move or copy files to any location or to specific folders Copy Files File Checkbox Download View Folders Upload Files E Files I 1 4 2013 11 40 42 AM 577 KB Agron amp mM T e dl x zi L 02 Layout 1 4 2013 11 30 43 AM 188 KB Agron amp RN INS L 03 Grading pdtf 1 4 2013 11 30 43 AM 320 KE B c a X 1 4 2013 11 40 43 AM 299 KB L 05 Details pdf V2 1 4 2013 11 40 44 AM 323 KB 1 4 2013 11 40 44 AM 258 KB I re 4 cy sg X Page 42 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 1 On the left side of the project s Main Page navigate to the files you want to move by clicking the folder in which they are located Select the files you wish to move by clicking the checkbox next to the file s name Select the action you wish to perform bar A message will appear asking if you would like to continue Click the OK button e To copy the selected files to another folder click the Copy icon at the top menu e e To move the selected files to another folder click the Move la icon A message will appear asking if you would like to continue Click the OK button e To download the selected files to your computer click the Download icon A message will appear a
29. ain Tool Bar is identical to the Main Tool Bar in the Active Projects Screen The bottom row provides a number of additional features e The Tasks List button project Project Managers and System Administrators have the ability to view all tasks for all will take you to a list of all of the tasks pending for this members of the project team from this link by clicking the Show All Tasks For All Users checkbox above the Tasks List window e The Info button will display all of the project s information including a roster of all of the project team members the groups they are assigned to and the levels of permission they have Many of these fields will be left blank as this is a screen that is also used by the Montgomery County Planning Department for their project review process Notes e The Notes button allows you to add and share notes with other project team members These notes are not distributed beyond the notes page 4 e Email 200 L e The Email button allows you to send e mails to individual members of the project team several people within the team or the entire project team Edit e The Edit Lea ton allows Project Managers to add or remove people from groups and to change users permissions within a project Page 19 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Project Name The name of the project is always provided at the top
30. alog box that allows you to add ePlans as a trusted site to Internet Explorer 5 Type or paste the main ePlans web address https eplans montgomeryplanning org and click the Add button and then click the Close button to return to the Internet Options Menu 6 Click the OK button in the Internet Options window to close that window and return to Internet Explorer Page 57 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks This zone contains websites that you trust not to damage your computer or Security level for this zone Allowed levels for this zone All Hedium Prompts before downloading potentially unsafe content Unsigned ActiveX controls will not be downloaded Enable Protected Mode requires restarting Internet Explorer this zone will use the zone s security settings Add this website to the zone ire server verification https for all sites in this zone Security Tab Trusted Sites Sites ePlans Web Address Add Close Page 58 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Disabling Pop Up Blocker In order for ePlans to function properly the platform needs to automatically open new windows within Internet Explorer To make sure Internet Explorer allows this you will need to disable the Pop Up Blocker for ePlans 1 Open Internet
31. and National Capital Park and Planning Commission Montgomery Parks 12 Upload your revised drawings by following the instructions in the Upload Project Drawings task 13 Type any additional comments or general notes to the Lead Technical Reviewer in the Applicant Notes Field and make sure to read the checkbox statements and check each box 14 Click the Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure that you want to complete this task If so click OK f you want to leave ePlans and finish this task later click the Save and Close button 15 You are now finished with this task and it will disappear from your Task List This task will be repeated as necessary until the Lead Technical Reviewer accepts the drawings i VER CNN I i b CYCLE DEPARTMENT REVIEWED BY STATUS amp NOTES New Title LEAD TECHNICAL Me te h CORRECTIONS REQUIRED REVIEWER MTh T NL T T T T ML Need some work 1 PDCO GROUP RR CORRECTIONS REQUIRED IRL Applicant Notes Checkbox Statements ANAT AAA Complete Applicant Notes PAAR have addressed all of the items listed in the Changemarks section above that were identified during the Plan Review have uploaded the revised drawings into the Current Submission folder and if requested uploaded any revised documents into the Documents fgs er using the SAME file name as the original files am read
32. and Planning Commission Montgomery Parks Page 54 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks APPENDIX Page 55 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 56 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Allow Trusted Sites Before installing any of the components necessary to run ePlans on your computer you need to verify that ePlans is recognized as a Trusted Site by your copy of Internet Explorer Because of the amount of information transmitted between your computer and the ePlans server Explorer may mistakenly identify ePlans as a malicious website By identifying it as a Trusted Site you can ensure Explorer will allow you to access the site Administrative rights to your computer are required to install these components 1 Open Internet Explorer and click the Tools icon Select Internet Options from the dropdown menu The Internet Options Menu will open in a new window l Print File Zoom 100 Safety View downloads Manage add ons F12 developer tools Go to pinned sites Internet options About Internet Explorer 2 Click the Security tab Click the Trusted Sites button in the menu titled select a zone to view or change security settings This will activate the Sites button just below that window 4 Click the Sites button This will open a di
33. ark A21 Woodside Urban Park E22 Woodacres Local Park L14 Woodstock Equestrian Park E63 Woodfield Local Park B64 Wyngate Woods Neighborhood Park Page 72 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks GLOSSARY Page 73 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 74 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks ActiveX Controls Small programs added on to Internet Explorer that allow users to perform certain tasks in the ePlans platform See page 63 for instructions on how to install ActiveX Controls on your computer Activity Instructions Directions for completing a task Activity instructions can be found in a yellow text box at the top of every eForm Approve The documents being reviewed are acceptable Clicking the Approve button in an eForm will move the workflow to the next task In most cases clicking the Approve button cannot be undone Brava Viewer The program within ePlans that allows you to view and comment on drawings See page Error Bookmark not defined for basic viewing instructions See page Error Bookmark not defined for a description of Compare Mode See page Error Bookmark not defined for instructions on making Changemarks Go to ftp ftp infograph com brava Brava 7 0 Tool Tips pdf for further information Changemark Annotations made on top of dra
34. arksDemo1 DetermineTypeOrPercentageOfPlanReviewUploadExistingProjectFilesandinformation Project Manager Pending 12 12 2012 3 28 06 PM 12 12 2012 3 28 06 PM Navigation Page 1 of 1 1 items Buttons Prone j Page 17 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Main Tool Bar This group of buttons provides your primary navigation functions p Forward e The Back and Forward buttons function much like the back and forward buttons in Internet Explorer taking you to the screen you previously or subsequently Projects e The Projects Projects Profile e The Profile Profile personal information or change your password viewed button will take you back to the Active Projects Screen button will take you to your User Profile where you can edit your e The Reload button will refresh the current page you are on e The Search button allows you to search for a project based on the information entered e The Help information in the help site that is not covered in this manual Use the index or search functions button takes you to the ProjectDox Help site There is a lot of useful to find instructions on specific aspects of ePlans Lo out e The Logout button logs you off of ePlans and takes you back to the Login Screen Project Search Field The search feature is a partial word search and will pr
35. at the top left corner of the Brava Viewer Enter your name in the Save As Window that appears and click OK 21 To return to a Takeoff file you previously saved open the drawing in the Brava Viewer and click the Review link at the top of the Brava Viewer Select the file name you want to view and click E OK Click the Takeoff 2 T at the top of the Takeoff Menu Page 48 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Reporting Any time a user performs an action in ePlans a record of that action is saved to the ePlans server Using this information ePlans users can generate a number of different reports to find out various activities occurring in their projects Reports are available in two places Reports about project user activity are available through the project s Main Page Reports of actions taken within a workflow are available below the Task List 1 Forreports about project user activity go to the project s Main Page and click the Reports tab next to the Project Info tab at the top of the screen A list of all of the available reports for that project will appear along with a brief description of each report Sp ans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County 2013 0103 Back Forward Projects Profile lal EJ Logout Main Contact G Tasks List Into Notes Email fy Edit Expand curent Collapse 4 Senec
36. cal Park John Haines Neighborhood Park Johnson Local Park Jones Mill Road Neighborhood Park Josiah Henson Special Park Juniper Blair Neighborhood Park Kemp Mill Estates Local Park Rec Facility Kemp Mill Estates Local Park Kemp Mill Urban Park Ken Gar Palisades Local Park Rec Facility Ken Gar Palisades Local Park Kensington Cabin Local Park Kensington Heights Neighborhood Park Kensington Parkway Stream Valley Park B32 P15 E69 D61 D83 A15 M56 FO6 D63 HO9 D64 D46 B74 C31 P16 M52 N26 G06 M53 P17 P18 P23 P19 P20 P21 P22 M25 B33 L10 D65 P24 P73 P76 B66 B77 D66 D67 The Maryland National Capital Park and Planning Commission Kensington Frederick Ave Neighborhood Pk Kilgour Branch Stream Valley Park Kings Crossing Local Park Kings Local Park Kingsview Local Park Kramer Urban Park Lake Needwood Snack Bar Layhill Local Park Layhill Village Local Park Laytonia Recreational Park Laytonsville Local Park Leaman Local Park Leland Neighborhood Park Leland Beach Triangle Nca Little Bennett Creek Stream Valley Park Little Bennett Golf Course Property Little Bennett Maintenance Facility Little Bennett Regional Park Little Bennett Regional Park Camp Ground Little Falls Stream Valley Unit 1 Little Falls Stream Valley Unit 2 Little Seneca Greenway Stream Valley Pk Little Seneca Stream Valley Unit 1 Little Seneca Stream Valley Unit 2 Little Seneca Stream Valley Unit 3 Little Seneca Strea
37. cel spreadsheet 1 To save changemarks embedded within a drawing use the folder list on the left side of the project s Main Page to navigate to the drawing you wish to publish Click the Markups icon and select which changemarks you wish to view Click the View Edit button to open the Brava Viewer 2 Click on the Publish link at the top of the screen and select the Publish to PDF option A dialog box will appear offering a number of options for publishing the drawing You do not need to change any of the settings in this dialog box if you do not want to One section to consider however is the Markup Menu Burn In current markups This setting will insert all of the open changemarks as a layer in the drawing The changemarks are not editable using this feature Insert markup as PDF comments This setting converts all of the files changemarks to Adobe PDF comments allowing you to manipulate them as you would in Adobe Acrobat Pages Include ane Bookmarks Use default page size 110 84 x 80 00 in ac attributes O Fit to Lavering Output Hyperlinks Remove L Remove hidden text Coloring Rotation Document Original Colors v Markup Original Colors bul Security gt Markup Password protect e Burn In current markups Password Q Insert markup as PDF comments Confirm Append Changemarks notes _ Append redaction reasons Create Fit document PDF A 1b compatible Watermark Bann
38. compare the differences from one version of a file to the next using Compare Mode in the Brava Viewer The file s previous version is kept and logged in ePlan s history along with its associated markups All topics and notes remain as a single record containing a full file history of all versions of the file Floating the cursor over the link to a file reveals to which version of the file a specific topic refers See page Error Bookmark not defined for a description of Compare Mode Workflow One single entire sequence of tasks that comprise a standard document review process based on the Park Development Division s business process for construction document review The entire Park Development Workflow can be seen on page 11 Page 78 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 79 of 79
39. ct Owner or a Project Administrator if you have questions regarding this project Please do not reply to this email Page 15 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 2 Click on the link that says Login to ProjectDox This will automatically open Internet Explorer and take you directly to the login screen You can also open Internet Explorer and type in the address http eplans montgomeryplanning org At this point you can bookmark the page for future use Alternatively a link to this page will be provided to you every time you receive an e mail notification from ePlans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County MONTGOMERY COUNTY TERMS AMD CONDITIONS OF USE Your access to and use af the Maryland Mational Capital a 1 S Park and Planning Montgomery County MNCPPC MC ProjectDox website the Site is subject to the following terms and conditions as well as all applicable laws Your E mal Ad d ress access to the Site is in consideration for your agreement to these Terms and Conditions of Use whether er not you are a registered user Hy using the Login button below Temporary E mail WCOXCNCRNIUN NUN UNUS An password 3 Enter your e mail address the same address where you received the invitation to join the Password Forgot your password project into the E mail Field 4 Type or paste the temporary password
40. door Tennis Property Cabin John Local Park Cabin John Regional Action Playland Cabin John Regional Athletic Area Cabin John Regional Family Picnic Area Cabin John Regional Group Camping Area Cabin John Regional Group Picnic Area Cabin John Regional Headquarters Cabin John Regional Maintenance Facility Cabin John Regional Park Cabin John Regional Train Cabin John Stream Valley Unit 1 Cabin John Stream Valley Unit 2 Cabin John Stream Valley Unit 3 Cabin John Stream Valley Unit 4 Cabin John Stream Valley Unit 5 Cabin John Stream Valley Unit 6 Cabin John Train Station Bldg Cabin John Train Station Property Callithea Farm Special Park Calverton Galway Local Park Calverton Nca Camp Seneca Spcl Park Rec Faciility Camp Seneca Special Park Cannon Road Local Park Capital Crescent Trail Special Park Capitol View Park Open Space Capitol View Homewood Local Park Captl View Homewood Local Park Rec Facility Carderock Springs Nca Caroline Freeland Urban Park Carson Farm Special Park Cashell Neighborhood Park Cedar Creek Local Park S10 F17 C07 A04 A05 D82 D24 C47 B83 E47 N64 A31 E23 D27 D29 N65 D30 BO6 BO7 B75 FO2 E58 B72 B08 P09 E74 B09 B10 GO2 K09 D31 A26 A06 B86 D32 G03 D33 The Maryland National Capital Park and Planning Commission Cedar Island Conservation Park Centerway Local Park Charred Oak Nca Chase Avenue Urban Park Cheltenham Drive Urban Park Cherrywood Local Park Chev
41. e Maryland National Capital Park and Planning Commission Montgomery Parks Takeoff Tools The Brava Viewer has the ability to count the number length or area of several different elements at once keeping a separate tally of everything measured This feature is particularly useful when creating cost estimates determining quantities of materials to order or verifying whether proposed work falls within required limits i bad R Annotate Redact Takeoff lish e X D Eg ES a Measure dazIsTeTz Total Count Ta ke off Total Count Takeoff Menu rJ y a H Ik S i RE LN 1 TYP LU Bi 3 am eca ras re igs pk in hag cll nmi a Fea a tame v L xv Lr Categories List K CAST N P LACE CON CREE PAVING LIGHT FIXTI RE 9 oc pile NA TING EACH SIDE ATH EDGE OF TENT ABOVE TH Car bape a NES H d Calibrate scale to known length VING 4 ber H E 7 Select units C 3 EXPANSION JOINT IN Fi bd LOS CONCRETE BASE TYP LT IT E ff dl t I I E Yr 8 TENT POST AND Enter length between selected points LOI ANCHOR TYP E Takeoff Checkmarks 9 STONE CLAD Log SEATWALL 1 Es T bi GE mU a ji Lo Cancel Heb Los Coa 04 BREA EAK ER TY p Ka TORSTEN 76 8 TEN ST AND VL 04 ANCHOR AT SEA
42. ePlans Park Construction Permit User Guide Version 1 0 July 1 2015 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 2 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Table of Contents INTRODUCTION I 5 Howto Use This DOCU ICING IT mm 7 PUDO Cas m PO 8 FOU ROS MEET Tm 9 Mi Ted eio OVC OW E 11 QUICK ROTER uius UBND DRUG IR MIU tud RN AND NIME RSEN NAME 12 GETTING STARTED erraren versus N EA E N E O E ud stad esee E EI pre PRISE U tir aM RS RIS 13 Technical Reg ule N S aesecec cece casters abet iis bdorsd iei citu seu INFINE GE SM CIemM NM DEP LESNR ELS UNE 15 Logging In Forthe First Nar 15 L g ine In Alter the Prsi ME anuro n NE D en a 17 PROCES SIME PPEOIGCES 5adsvafespmi iesu EEUU a ae E n ODIO 19 ORETTE Ss UUU U 21 Avo eller IE a E Ts 23 TE ALS eel C C M 9 39 Folder Manageme lbs sedet oed idntesseteeudicsu E ipd or DVEN HIN PII TIU PIE 41 PSA SUIS Os c 44 TOKEO TOO T LE 45 RODOrTRI NER TT Uem 49 PublIShing Changen kS ic cater aca vertes asd ous siint dd ev UI eee un tU gage secede tes I vU su a donne 52 APFPENDOD 55 AlIOW Trusted SIGES cin
43. eet of any set of construction drawings before they go out to bid See page Error Bookmark not defined for an overview of the Division Chief s tasks within a workflow Page 75 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks eForm The digital form that appears at the beginning of each task in a workflow eForms contain a number of components including instructions about completing the task at hand document review types and due dates messages between various user groups in a workflow access to reference checklists and lists of comments made on a drawing ePlans An online document review storage and submittal platform tailored for the Park Development Division of Montgomery County Parks using Avolve software for ProjectDox Also referred to as ProjectDox See page 8 for an overview of ePlans eSignature A scanned copy of one s signature that serves as a digital verification that a set of contract documents are complete and ready to be sent to contractors for bidding The eSignature is the final step in the Workflow applied to the cover sheet by the Division Chief See page Error Bookmark not defined for an overview Group A collection of related users responsible for completing similar tasks within a workflow See page 9 for a description of all of the Project User Groups Main Tool Bar A group of buttons found at the top right corner of most screens in ePlans that provide primary
44. ers iios henner CTUM 4 Click the Publish button A message will pop up asking if you want to Save to file or Email as attachment Select Save to file and click the OK button Page 52 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 A Windows Explorer screen will appear Navigate to the location on your computer where you want to save the drawing to and click the Save button 6 To save changemarks as a list click the Project File Markups tab of any eForm 7 To create a PDF document Click on the Publish to PDF link at the top of the changemarks list X To export all of the changemarks to an Excel spreadsheet click the Microsoft Excel x logo at the bottom of the changemarks list Project Construction Plans 50 F Project Info Contact Info Project File Markupse Ss Project File Markups Filter by Group 208 Refresh Changemarks Publish to PDF Publish to PDF Resolved Cycle Group i Description Details Response Remove Will revise parking lot improvements from this set PDCO Group Aaron ww Layout pdf Extend the Aaron yy wall all the Way across L 02 Layout pdf PDCO Group Extend shrubs to meet existing L 06 PERENNI 9 Planting pdf Save Changemark Updates El Show My Changemarks Export to Show All Changemarks for All Cycles E Excel Page 53 of 79 The Maryland National Capital Park
45. es that have been uploaded to that particular project view project information and communicate with other members of the Project Team D la ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County IRCNOVTEST2 Back Forward Projects Profite 2 d Logg Hd Main Tool Bar Main Contact Tasks List Into Z Notes P4 Email y Edit Expand curent Collapse Ui IRCNOVTEST2 IRCNOVTEST2 ject Inge mca Current Subm 1 Files 0 New is amnis E P roject N a me H Documents Project Number IRCNOVTEST cs Drawings 1 Files 0 New ile aiden RGNOVTEST2 Ea Project Permits Folder MNCPPC Contact Information No image ew ec Photos mbocation ecu Procurement and Contract Applica ec Project Correspondence Applicant s Email Re po rts Ta b p 3 Uploads Applicant s Phone H E ChangeMarkReports Application Type Parcel ID Project Coordinator lllora Chambers Project Coordinator s Email ichambers avolvesofware com prijat Adilia Gregory Linkous Harvey Mazer Shuchi Vera Patrick P ro j ect nfo Ta b Butler Steve Reid Information Counter lllora Chambers Status Begin Project Review Planning Info Link Project Start End Start 11 2 2012 9 48 24 AM End Pass Through avi htm html mov wmv P ro i e ct F i es Incoming Files Fax Email 201 eplans montgomeryplanning org Versioning Enabled for this project Main Tool Bar The top row of the M
46. et of contract documents meets the standards set forth by Montgomery County Parks See page Error Bookmark not defined for an overview of all of the QAP Officer s tasks in the Workflow Radio Button A graphic element that allows users to make only one selection from a number of options Deselected Radio Button Selected Radio Button Reject The submitted documents are not acceptable and must be returned to their author for revisions before moving on Clicking on the Reject button will restart the task at hand Review Cycle The entire sequence of tasks required to complete a Workflow one time through Save and Close Save amp Close An option for users who wish to save their progress within a specific task and return to ePlans to complete the task at a later date Clicking the Save and Close or Save amp Close button in an eForm will save the user s progress and close the eForm window To return to the eForm click on the associated task within the Task List Step One element within a task All of the steps must be completed in sequence to complete a task System Administrator An ePlans user with the highest level of permissions and access to all projects folders and functionality Contact a System Administrator with any troubleshooting questions or requests for additional permissions Page 77 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Task List Informat
47. evised Project Drawings Following PreScreen Review The Construction Supervisor will review the drawings you uploaded to make sure they are ready to be sent to the PDCO Team for their review If the Construction Supervisor finds any issues that will prevent a complete PDCO Team review he or she will reject the drawings and request that you revise your drawings and upload them again If your drawings are approved on the first submission you will skip this task 1 Anew task will appear in your Task List Click on the link entitled UploadRevisedDrawings 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 The Task Instructions section of the eForm will contain comments from the Lead Technical Reviewer about what revisions you need to make 5 Make sure the file names of your revised drawings are identical to the original drawings This will enable versioning which allows users to overlay multiple files of the same name on top of each other to see changes from version to version Keeping identical file names does not overwrite older files with newer ones a copy of the original file will still exist in ePlans 6 To upload project files click on the link entitled Click to Access Project This will take you back to the
48. h more In summary ePlans allows the stakeholders in a project to manage information communication activity and resources better than manual or conventional means ePlans was brought to the Montgomery County Parks Department as part of a collaborative effort with the Montgomery County Planning Department For the most part the ePlans platform was tailored to meet the distinct needs of each department in the collaboration Some shared elements could not be modified to individual department specifications however resulting in the occasional appearance of lines of text instructions or nomenclature that is irrelevant to the Park Development process Every effort has been made to minimize the occurrence of these elements and none of them interfere with the Park Development Workflow or the Montgomery County Parks ability to use ePlans Project Roles This comprehensive guide is designed for anyone involved in the Park Construction Permit process that is responsible for reviewing design and construction documents using ePlans ePlans users include Applicant Construction Supervisor PDCO Team members Lead Technical Reviewer and External Stakeholders Applicant The Applicant is a person or group who needs a Park Construction Permit issued by the Park Development Division The Applicant is responsible for filling out the Park Construction Permit Application and uploading his or her documents to ePlans for review by the Construction Supervisor Le
49. he Park Development Workflow Other The Other user group was created to provide a Lead Technical Reviewer with flexibility when creating his or her project team This group can be used when assigning users to a project that may participate in a limited number of review cycles or have special permissions apart from those granted to other groups Page 10 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Workflow Overview The flow chart below provides an overview of the steps involved in the ePlans Park Construction Permit review This chart is referred to as the Workflow APPROVE REJECT NO REVISION REQUIRED REVISION REQUIRED REJECT REVIEW Re Review APPROVED Needed Page 11 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Quick Reference Below are some of the most common icons found throughout ePlans You can also hold your cursor over an icon at any time to see a brief description Project icons Folder Icons File Icons Reprographics Icons permissions Cart Project Topics Motes Topics Motes Exist Find Topic or gt Exist S View Print Project Note in Folder eo Topics Notes shipping label Topics Motes don t Exist don t Exist View File or uw cien Ordering not Fa Edit Project Separate S Folder History allowed Window View Project aja New View File in View Vewcat information am eaen Pane
50. i2015 e m Applicant Company i a RBR f int 1 The applicant should reference the Park Construction Permits Procedure document for more instructions before filling out the application The hyperlink for the form can be found at the top and bottom of the application The hyperlinks are highlighted in red in the graphic above Page 27 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 2 The applicant must fill out all the fields with the red asterisk 3 Type their full name in the I agree with the statement above field and click the Submit button to create a project in ePlans Page 28 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Applicant Upload Once the Park Construction Permit Application is successfully submitted a project will automatically be created in ePlans and you will be sent an e mail inviting you to join the project If this is your first time logging on to ePlans you will need to follow the steps in the Getting Started section before continuing As the Applicant your first task is to upload your drawings on to ePlans for review 4 Anew task will appear in your Task List Click on the link entitled ApplicantUpload 5 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 6 The eForm will appear in a new window and the Activity Instructions wi
51. into the Password Field and click Login The password is case sensitive and must be entered exactly as it was provided to you in the email ass E Password Reset Question amp Answer New passwoard assesses security question Favarite University Reset Confirm new password Security answer Password Profile Infor User Praject Group Information Metadata Membership Membership Required field First Name Nikki LastName Email a com V HTML format Personal Title Architect Security Question Information compan BERNER Address 1 h w h h h T Address 2 Cit Scottsdale State Province AZ Postal Code 85254 Applicants Phone 602 903 0000 Fax Parcel ID Mobile Stamps Language Page 16 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 Once you successfully log in you will be taken to your User Profile where you will need to reset your password create a security question and answer and enter some additional information about yourself Keep your new password and security answer in a safe place You will use this password the next time you log in If you ever forget your password you will need to answer the security question you created to reset your password 6 Fill in all of the required fields those marked with a red asterisk and click Save You can return to this screen at any time by clicking on the Pr
52. ion about any tasks within a Workflow that require the user s action Clicking a task will take a user to the eForm for that task Refer to Page 19 for an overview of the Task List Task A step within the Workflow Each task must be completed sequentially before moving on to the next task The Project Manager has the ability to skip any task in a Workflow with the exception of the QAP Checklist Task Accepted A task s status within the Task List that indicates the user responsible has started working on the task but is not yet finished The task status changes from Pending to Accepted as soon as the user has clicked on the task in the Task List Task Pending A task s status within the Task List that indicates the user responsible has not yet begun working on the task The task status changes from Pending to Accepted as soon as the user has clicked on the task in the Task List Task Complete A task s status within the Task List that indicates the user responsible has finished the task The task status changes from Accepted to Complete as soon as the user clicks on the Complete or Approved button in the eForm User An individual with an ePlans username and password Users are separated into User Groups and assigned specific tasks within a Workflow See page 9 for a description of all of the User Groups Versioning A feature of ePlans that allows users to upload multiple files of the same name and
53. is not covered in this manual Use the index or search functions to find instructions on specific aspects of ePlans e The Brava Tool Tips user guide provides you with an in depth description of all of the features that are available in the Brava Viewer The user guide is available online at the following address ftp ftp infograph com brava Brava 7 0 Tool Tips pdf e ePlans parent company Avolve Software has an Online Knowledge Base that contains information based on previous customer support calls Search their database at the following address http www avolvesoftware com index php company technical support online knowledge base e Atraining presentation has been created by Avolve Software and was given to Project Managers and PDCO Team members when ePlans was launched Contact a Network Administrator for a copy of this presentation Purpose ePlans is an online document review storage and submittal platform created by Avolve Software and tailored for the Park Development Division PDD of the Montgomery County Parks Department ePlans allows the PDD the ability to organize and formulate comments for Applicants based on feedback from the Planning Design Construction and Operations PDCO Team By using ePlans to create online virtual project workspaces you enable people from across divisions at different locations disciplines and schedules to share the same information at the same time facilitating communication and higher product
54. is ptio SUE QRRURN SIR IERR poU RE PNERPRNOKEREFURU DERE FrlUn ImP tS UD M RE TRA QUNM NU DIU E vR UR Q Cat iv IS iO pU cpREPUIEE 57 Disabling Pop Up IO e CE ve sacecscasoatethavonsnaneduoonsadeaaczusat deecemiaussecenseaconceeaed 59 Disabling User Account CODLTOL astacesverensectacsamtedpn e E 61 Installing AVEA COBEEBIS a A EE E T A 63 Park FCV COO aa E EE TER 64 GLOSSARY e A E E E E ET E EA EE 73 Page 3 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 4 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks INTRODUCTION Page 5 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 6 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks How to Use This Document ePlans is a powerful tool that streamlines the plan review process and improves accountability among all of the process s participants The review process and the software have been set up to maximize flexibility allowing the Project Manager the ability to utilize as many or as few of the available features as he or she is comfortable with While each project begins with a standard template that template can be modified to meet the specific needs of each individual project The intent of this document is to provide an overview of the core components of ePlans and to guide all ePlans users through a standard document review
55. ith a 32 bit processor and Windows XP Windows Vista or Windows7 installed as the operating system e A high speed internet connection such as cable or DSL e Internet Explorer Version 8 or 9 with the pop up blocker turned off see the Appendix for instructions on disabling your pop up blocker ePlans does not currently support other web browsers such as Safari Firefox or Chrome e Temporarily disabled User Account Controls for Windows Vista and Windows 7 users only See the Appendix for instructions on disabling User Account Controls UAC can be re activated once ePlans components have been installed e ActiveX controls see the Appendix for ActiveX download instructions Logging In For the First Time The first time you are invited to join a project on ePlans you will receive an e mail notification similar to the one below This e mail will contain a temporary password and a link to ePlans 1 Copythe temporary password that was provided to you in the e mail eplans montgomeryplanning org R Q Sunday December 2 2012 11 01 AM T T T T T T ProjectDox Invitation for ParksDemo1 7 KB Invitation Hello Illora User You have been added to the ProjectDox database and as a new member to the project listed below Login LN RN NC LC Temporary Password 47CD36A Project ParksDemo1 Group Consultant Invited by Illora Chambers Project Owner Illora Chambers Owner s Email LN Login to ProjectDox Contact the Proje
56. ivity Here is what ePlans does to enable online project information management e All of the shared project information documents drawings 3D models annotations project email discussion threads and faxes is centralized in one location so it is visible accessible and usable by everyone who needs it e The user friendly interface makes it easy for users at all technical skill levels to leverage the power tools in ePlans e Permissions and roles based security restrictions are configured and applied so that only appropriate personnel have access to project information as well as subsets of that information e Using electronic Workflows and eForms the flow of critical information from one person to the next is tightly controlled in order to maintain schedules and enforce accountability e ePlans uses version control to track changes within a document Page 8 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks e Automation features make sure that when activity takes place in the workspace those who need the updated information are informed immediately e Plan document and markup viewing tools online discussions and group email provide for timely information and a more productive review for the whole team e Complete details of all workspace activity are recorded comprising a complete audit trail for documents email annotations and markups Workflows and forms access and egress plus muc
57. k Creek Stream Valley Unit 2 Rock Creek Stream Valley Unit 3 Rock Creek Stream Valley Unit 4 Page 69 of 79 P49 P50 P51 P68 N55 N54 N53 N21 O01 N24 N52 N51 N50 LOS D96 A18 E54 C23 D98 B47 B48 F18 KO5 KO2 N36 F19 O11 S16 517 D99 B49 O07 O12 N12 Montgomery Parks Rock Creek Stream Valley Unit 5 Rock Creek Stream Valley Unit 6 Rock Creek Stream Valley Unit 7 Rock Run Stream Valley Park Rockwood Education Center Cabin Tall Timber Rockwood Education Center Cabin The Oaks Rockwood Educational Center Cabin The Western Hill Rockwood Education Center Rockwood Manor House Building Rockwood Manor House Property Rockwood Special Park Maintenance Garage Rockwood Special Park French House Rockwood Special Park Skyview House Rockwood Special Park Rosemary Hills Lyttonsville Local Park Royce Hanson Urban Park Saddlebrook Local Park Saint Paul NCA Sangamore Local Park Scotland Neighborhood Park Seek Lane Neighborhood Park Seneca Crossing Local Park Seneca Landing Boat Ramp Seneca Landing Special Park Seneca Log Cabin Building Seneca Springs Local Park Seneca Stone Barn Serpentine Barrons Conservation Park North Unit Serpentine Barrons Conservation Park South Unit Seven Locks Local Park Seven Oaks Neighborhood Park Shady Grove Mini Golf Splash Playground Ticket Building Shady Grove Splash Golf Property Shady Grove Maintenance Yard B71 C24 M61 B50
58. l Capital Park and Planning Commission Wells Neighborhood Park Wembrough Neighborhood Park West Fairland Local Park Westmoreland Hills Local Park Cabin Westmoreland Hills Local Park Property Wheaton Regional Ice Rink Property Wheaton Regional Indoor Tennis Property Wheaton Community Building Wheaton Forest Local Park Wheaton Ice Rink Building Wheaton Ice Inline Building Wheaton Indoor Tennis Building Wheaton Regional Group Camping Area Wheaton Regional Athletic Area Wheaton Regional Brookside Nature Center Wheaton Regional Carousel Wheaton Regional Children s Play Center Wheaton Regional Family Picnic Area Wheaton Regional In Line Property Wheaton Regional Maintenance Facility Wheaton Regional Park Wheaton Regional Picnic Area Snack Bar Wheaton Regional Shorefield House Wheaton Regional Stables Wheaton Regional Train Property Wheaton Train Station Building Wheaton Veteran s Urban Park Wheaton Woods Local Park Wheaton Claridge Local Park Recreation Facility Wheaton Claridge Local Park White Flint Neighborhood Park Whittier Woods Local Park Wildcat Branch Stream Valley Park Unit 1 Wildcat Branch Stream Valley Park Unit 3 Willard Avenue Neighborhood Park Winding Creek Local Park Windsor NCA Page 71 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks E55 Winter s Run Local Park KO3 Woodlawn Cultural Special Park M63 Wisconsin Place N35 Woodlawn Manor Historic House F12 Wood Local P
59. ll give you more information about what actions are required in this task of the Workflow 7 To upload project files click on the link entitled Click to Access Project This will take you to the Project s file structure The file structure list also appears at the left side of the screen in the project s Main Page See the File Management section of this guide for more detail about file organization 1 Click Here to Save Eform as PDF Click Here to Generate Application Form PDF Review Information Permit Information Contact Information Resources Checklist Report 0 Routing Slip Review Coordinator ProjectDox Support support avolvesoftware com Review Cycle 1 A i Workflow Activity Name ParksPermitWorkflow ApplicantUpload p p icant Activity Instructions Please upload the drawings and supporting documents to the current submissions folder and leave N otes any necessary notes in the Applicant Notes Section Current User Logon Test First Test Last WM M My My My My My My My ask Instructions Applicant Notes Complete Best in Class Version 1 0 Page 29 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks E 2015 0103 Ta Current Submissions H 2 Documents H 2 Drawings H E Project Permits Folder ec Photos P Uploads E 3 ChangeMarkReports 8 Click on the destination folder to which you would like to upload files Unless the Lead Technical Re
60. m Valley Unit 4 Locust Grove Nature Center Locust Hill Neighborhood Park Lodge At Seneca Creek Long Branch Local Park Long Branch Stream Valley Unit 1 Long Branch Stream Valley Unit 1a Long Branch Stream Valley Unit 2 Long Branch Arliss Neighborhood Park Long Branch Garland Neighborhood Park Long Branch Wayne Local Park Longwood Local Park Page 67 of 79 D68 N71 D69 P25 P77 C48 E65 C36 N72 D71 H02 LO9 L11 L19 L20 S04 N44 LO1 B34 S08 E36 N73 FO8 NO3 N22 Mog D72 M10 B35 A16 C15 D74 M47 C42 P26 D75 C16 Montgomery Parks Luxmanor Local Park Lynnbrook Local Park Recreation Facility Lynnbrook Local Park Magruder Branch Stream Valley Unit 1 Magruder Branch Stream Valley Unit 2 Maiden Lane Urban Park Manor Oaks Local Park Manor Park NCA Maplewood Alta Vista Recreation Facility Maplewood Alta Vista Local Park Martin Luther King Recreational Park Matthew Henson State Park Unit 1 Matthew Henson State Park Unit 2 Matthew Henson State Park Unit 3 Matthew Henson State Park Unit 4 Maydale Conservation Park Maydale Nature Center McCrillis Gardens Special Park McKenney Hills Neighborhood Park McKnew Conservation Park McKnew Local Park Meadowbrook Local Park Recreation Facility Meadowbrook Local Park Meadowbrook Maintenance Yard Meadowbrook Maintenance Yard Annex Meadowbrook Riding Stables Meadowood Local Park Meadowside Nature Center Merrimac Neighborhood Park Metro Urban Park
61. n Park Bauer Drive Local Park Becca Lilly Neighborhood Park Bedfordshire Neighborhood Park Bel Pre Neighborhood Park Beret Nca Berryville Park Nca Beverly Farms Local Park Big Pines Local Park Birch Drive Nca Black Hill Boat Rentals Black Hill Maintenance Facility Black Hill Park Police Substation Black Hill Regional Park M57 F20 S02 D10 F16 C26 P69 C38 D11 F21 C04 D13 BO2 P88 D14 B65 BO3 M03 M59 D15 C46 B04 PO2 PO1 12 E57 D17 N31 N34 D18 P03 Black Hill Visitors Center Blair Local Park Blockhouse Point Conservation Park Blueberry Hill Local Park Blunt Road Local Park Bonifant Nca Booze Creek Stream Valley Park Boundary Park Nca Bowie Mill Local Park Boyds Local Park Bradley Hills Nca Bradley Local Park Breewood Neighborhood Park Broad Run Stream Valley Park Unit 1 Broadacres Local Park Brookdale Neighborhood Park Brookmont Neighborhood Park Brookside Gardens Brookside Visitor Center Brookview Local Park Browns Corner Nca Buck Branch Neighborhood Park Buck Branch Stream Valley Park Bucklodge Branch Stream Valley Park Bucklodge Conservation Park Bullis Local Park Burning Tree Local Park Burnt Mills East Special Park Burnt Mills West Special Park Burtonsville Local Park Cabin Branch Stream Valley Park Page 64 of 79 N63 C06 A08 M07 D22 E64 Montgomery Parks Cabin John Ice Rink Bldg Cabin John Ice Rink Propert Cabin John Indoor Tennis Bldg Cabin John In
62. navigation functions See page 17 for a description of all functions within the Main Tool Bar PDCO Team Planning Design Construction and Operations Team A group of internal stakeholders from across the Montgomery County Parks Department that provide input during the design and construction stages of park development projects See page Error Bookmark not defined for an overview of the PDCO Team s tasks in the Workflow Pre Screen Review A review of Consultant s drawings conducted by the Project Manager to ensure the drawings are acceptable to send on to the PDCO Team for their review This is the second step in the Workflow See page Error Bookmark not defined for further information about the Pre Screen Review ProjectDox A web enabled collaboration platform that empowers the stakeholders in a project to manage information communication activity and resources in ways not possible by manual conventional means Also referred to as ePlans See page 8 for an overview Project List Basic information about every project assigned to a particular user This list is visible in the Active Projects Screen immediately after logging in See page 17 Project Manager A member of Montgomery County Parks Park Development Division responsible for overseeing all aspects of park development projects The Project Manager is listed as the Project Coordinator in the Project Info Page See page 19 See page Error Bookmark not defined for an
63. nderinomgi Files dLoMew EL eoncept Up to zt Percent Design 5 Files 5 New EH Detailed to 90 Percent Design EH pial 30 Percent Design QAP t 3 Bid Documents EHI As Built Plans BG NRI FSD 2 3 ECP EL Su and Erosions and Sediment Control Plans EH Cgaffther Designs EH Project Permits Folder H E Procurement and Contract H A Project Correspondence Ea Uploads H O ChangeMarkReports Number of Files in Folder Number of New Files in Folder Button click to expand Folder name click hyperlink to access Page 20 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Page 21 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 22 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Applicant Page 23 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 24 of 79 Workflow The Maryland National Capital Park and Planning Commission Montgomery Parks This section describes all of the Applicant s tasks within the Workflow Task Name PreScreen Review Construction Supervisor REJECT Task Name Begin Review APPROVE Cycle Responsible Group Lead Technical Reviewer Task Name PDCO Team Review Responsible Group PDCO Team Lead Technical Reviewer
64. of the screen making sure you are always aware which project you are working in Reports Tab The reports list allows you to generate several types of reports for a project See the Reporting section for more information about reports Project Info Tab Basic project information entered by the Project Manager is provided here For most projects many of these fields will be blank as the information does not apply to Parks Details about this tab are provided in the Project Startup task Project Files The project files section of ePlans functions much like the folders in Windows Explorer Click on the button at the left to see a list of the subfolders contained in each folder Click on a folder s name to view the files inside The text in parentheses to the right of each folder name indicates how many files are inside each folder and how many of those files were recently added folders without any text are empty If you click on an empty folder a screen will appear telling you that no files currently exist in that folder You can return to the previous folder structure by clicking the View Folders button or you can upload files by following the instructions on the screen All files to be reviewed should be uploaded into the Current Submissions folder at the top of the file structure Project Number 779945 0105 25 Current Submissions Current Submissions EL Documents Folder click to view EHE Drawings files Ea He
65. ofile button on the Main Tool Bar 7 After saving your profile information you will be taken to the Projects Screen Logging In After the First Time The second time you log in to ePlans and every time after that you will use the password that you entered in your User Profile page If you ever forget your password click on the Forgot Your Password link next to the Login button After logging in you will be taken to the Active Projects Screen From this screen you can view all of the projects you have been invited to and all pending tasks for you to complete Main Tool Bar D la ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery Coun Back Forward Projects Profile Bl d e leout see enlargement Task List All Projects 3 project s out of 3 for Nikki Thorne ntO2 avolvesoftware com Press Enter To Search Project Number Options Project Name Proje oordinator Status below Parks DEV Project P Eg Fai Do Not Alter or Delete Gregory Linkott Upload Project Files Parks DEV2 Project 6 453 Pe Illora s test project Illora Chambers Design Complete ParksDemo1 o6 P g Fai ParksDemoName Illora Chambers Upload Project Files P roj e ct Se a rc h Field Project Sorting Buttons li is rl Page 1 of 1 3 items Task List Project List Project Number Task Attached To uec cared C Updated On P
66. ounts are accurate Page 46 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 15 Begin calculating quantity takeoffs by highlighting from the Categories List the category of element you want to count The appropriate buttons in the Measure Toolbar will become active depending on which Measurement Type you selected when you created that category Length You can use the Measure Line button the Measure Polyline A button or the Measure Circle button to calculate length Trace any line of which you want to calculate the length by clicking on each midpoint of that line Hit the Enter key to stop calculating a line The Total Count Field at the top of the Categories List will keep track of the length of all lines measured within the highlighted category Area You can use the Measure Polygon button the Measure Rectangle button or the Measure Circle button to calculate areas Trace the outline of any shape that you want to calculate by clicking on each point of that shape Hit the Enter key to close the shape and calculate the area The Total Count Field at the top of the Categories List will keep track of the total area of all shapes measured within the highlighted category Count Use the Measure Count button to place a checkmark Y on top of each item you want to count The Total Count Field at the top of the Categories List will keep track of the total number
67. ovide results that contain the words entered into the Search Field for any of the highlighted columns above For example a search for DE for the above projects would result in all three projects displaying because each project has DE contained under the Project Number field Project Sorting Buttons After conducting a project search you can view all of your projects again by clicking on the All Projects button The Recent Projects show the 15 most recently accessed projects Project List The Project List provides you with basic information about every project to which you are assigned You can sort your projects by number name coordinator or status Clicking on the project number will take you to that project s main page Task List The Task List shows any tasks requiring action from you for all of your projects Clicking on the task will take you to the eForm for that task there you can get further instructions for completing that task Navigation Buttons The Project List and the Task List are set to display a limited number of entries at a time You can use the navigation buttons at the bottom of each list to scroll through all of your projects or tasks Page 18 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Accessing Projects When you click on a project number in your Project List you will be taken to that project s Main Page Here you can access all of the fil
68. process known as a Workflow As you gain proficiency with ePlans you will discover many advanced functions and features throughout the software that are not covered in this guide While ePlans is the official name of this software this manual refers to it as ProjectDox as well The terms are used interchangeably throughout this manual and within the software This manual is organized into six main sections an Introduction Getting Started the Workflows Other Functions the Appendix and the Glossary The document starts with general information about ePlans progressing to more specific descriptions of individual functions within the system Read the Introduction and Getting Started sections before using ePlans to gain a general understanding of the purpose and function of the system Once you begin to use ePlans you can refer to the information in the Workflow and Other Functions sections as it pertains to your specific role in the Workflow Introduction This section provides an overview of the purpose and function of ePlans within the Park Development Division s plan review process It also defines the roles of the various user groups introduces the Workflow and provides some quick reference tools Getting Started Your computer must be properly configured to run ePlans Before you begin consult the Technical Requirements checklist This section will also guide you through the process of creating a login and password for ePlans Workflows
69. project s Main Page Follow the instructions in the Upload Project Drawings task to upload your revised drawings Activity Instructions a Click Here to Save Eform as PDF Click Here to Generate Application Form PDF Review Information Permit Information Contact Information Resources Checklist Report 0 Routing Slip Review Coordinator ProjectDox Support support avolvesoftware com SSE NNAS Review Cycle 1 Applicant Workflow Activity Name ParksPermitWorkflow UploadRevisedProjectDrawings Activity Instructions Please follow the task instructions below and upload revised drawing Notes A E Current User Logon Test Test A thy My CT Me My A A Corrected ask Instructions Documents Checkbox Applicant Notes DUNNNNNNNNNNNNENNNNNNNNNSS Corrections have uploaded the corrected documents and or drawings as indicated below Redo Complete Save and Close PSS SSE WS 3est in Class Version 1 0 Page 32 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 7 Return to the eForm and click the checkbox entitled I have uploaded the corrected documents and or drawings as indicated below 8 Add any additional comments or notes in the Applicant Notes Field 9 Click the Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure that you want to complete thi
70. rol settings certificates y Manage User Accounts Configure advanced user profile properties To change your password press Ctrl Alt Del and select Change a password Change my environment variables ig User Account Choose when to be notified about changes to your computer User Account Control helps prevent potentially harmful programs from making changes to your computer Tell me more about User Account Control settings Always notify gt Never notify me when Programs try to install software or make changes to my computer make changes to Windows settings ri Not recommended Choose this only if you need to use programs that are not certified for Windows 7 because they do not support User Account Control Never notify Page 61 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks 3 Update the UAC by following the instructions below e Vista Uncheck the Use User Account Control UAC to help protect your computer checkbox e Windows 7 Drag the scroll bar down to Never Notify Click Ok 5 Restart your computer for the changes to take effect 6 Once ActiveX Controls have been installed follow steps 1 through 5 above to return to your original UAC settings Page 62 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Install ActiveX Controls ProjectDox requires the installation of several ActiveX Cont
71. rols to be able to perform certain actions in ProjectDox These actions include Uploading Files Downloading Files Viewing Files and Viewing Help Information 1 Atthe ePlans Login Screen click the Install ProjectDox Components link at the bottom left corner of the screen MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County MONTGOMERY COUNTY TERMS AND CONDITIONS OF USE Your access to and use of the Maryland National Capital Park and Planning Montgomery County MMNCPPC MC PrajectDox website the Site is subject to the following terms and conditions as well as all applicable laws Your access to the Site is in consideration for your agreement to these Terms and Conditions of Use whether or not you are a registered user By using the Login button below E mail aaron w A Il montgomeryparks org Password Forgot your password ProjectDox 8 2013 Avolve Software avolve PrajectDox Version T T is a trademark of Avolve Software All rights reserved Login Help Tutorial To ceste a desktop shortcut click and drag the icon below to your desktop Click here to add ePlans 7 7 1 4 X to your Favorites 2 Asmall window will appear out of the bottom or top edge of your Internet Explorer Window asking if you want to run or save a file Click the Run button If this window does not appear you will need to call the Help Desk to obtain administrative access to download and
72. s task If so click OK f you want to leave ePlans and finish this task later click the Save and Close button 10 You are now finished with this task and it will disappear from your Task List This task will be repeated as necessary until the Lead Technical Reviewer approves the drawings for review by the PDCO Team 11 You can upload additional files at any time by going to the folder list at the left side of the project s Main Page and following steps 8 through 12 in the Upload Project Drawings task Page 33 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Upload Revised Drawings Following PDCO Review Once the Lead Technical Reviewer reviews and complies all of the PDCO Team comments you will receive an e mail notifying you that revisions need to be made to the drawings if necessary The Lead Technical Reviewer will also provide you with a Resubmit Due Date 1 Anew task will appear in your Task List Click on the link entitled UploadRevisedDrawings 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 Click on the Project File Markups tab at the top of the screen to see a list of every changemark made on the drawing 5 Respond to each changemark
73. send TeamMail s Redline Exists Order Pendin to project or e Rename Folder for this File Ready to Ship Single user Display calendar View or Click to select Manage Folder Download File Administration Icons date Permissions Subscribe to this Folder for View or Edit i User email Permissions Notification Currently Refresh Page Subscribed to start eee E E Workflow this Folder against file efinitions Inherit parent setting not Topic Open e PEOR as Compare files editable or P EE Arrange sort Check In File Copy erc E is internal external a hfallBrs markup link to Clipboard User logged i in Edit select file s Not logged in metadata Batch Stamp selected files Move File s Copy File s ProjectDox Help TP Edit Picklist Data ES Page 12 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks GETTING STARTED Page 13 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Page 14 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Technical Requirements ePlans is designed to be a user friendly program understandable to anyone who possesses basic internet navigation skills and has a valid e mail address Before you begin you will need to make sure you are using a computer that meets all of the minimum technical requirements necessary to run ePlans e Acomputer w
74. sking if you want to open or save the file Click the Open button to view the file in Adobe Acrobat Click the Save button to save the file to your computer Files should be downloaded when you want to view them from a location without internet access such as on site Remember that any changes made to downloaded files will not appear in ePlans unless you re upload the modified files 4 The File Preview Pane at the left side of your screen will be replaced by a new folder tree Click on the Copy or Move icon next to the folder you wish to move the file to Click the button to expand a folder and view its subfolders Copy checked file s into a new folder by clicking its icon Original E 2013 0103 Location EL Current Submissions w 8 Files 12 Mew H A Documents BE Copy To H 2 Drawings Location uLErDiect Permits Folder E C3 Photos EN Procurement and Contract H E Project Correspondence H E ChangeMarkReports 5 A message will appear at the top of the screen indicating that the action was successful Page 43 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Measure Tools The Brava Viewer allows users to take accurate measurements from scaled drawings right on the computer screen The measure tool can be calibrated to any drawing scale automatically calculating real world distances from scaled drawings Annotate Redact Takeoff
75. t below Address of website ta allow eplans montgomeryplanning org Allowed sites Remove Notifications and blocking level z Play a sound when a pop up is blocked Show Matification bar when a pop up is blocked level Leam more about Pop up Blocker The Maryland National Capital Park and Planning Commission Privacy Tab OK ePlans Web Address Add Close Page 60 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Disabling User Account Control Computers running Windows Vista or Windows 7 may require you to disable the User Activated Control UAC feature before allowing you to install ActiveX Controls Disabling UAC should be discussed with your Network Administrator prior to making changes to your system In all cases the UAC can and should be returned to its former settings once you are finished installing ActiveX controls 1 From the Windows Start Menu open the Control Panel and navigate to the User Account Menu 2 Click the Turn User Account Control On or Off Vista or Change User Account Control Settings Windows 7 link This will open the UAC Settings Menu 182 Control Panel User Accounts User Accounts E Control Panel Home Make changes to your user account Manage your credentials Change your picture Link online IDs Manage your file encryption Change User Account Cont
76. viewer directs you to do otherwise submission drawings should always be uploaded to the Current Submissions Folder 9 Click on the Upload Files button and a new window will open allowing you to select files to upload f the folder you selected is empty a set of instructions for uploading files will appear on your screen If there are already files in the folder you selected click the Upload Files button at the top of the screen 1 4 2013 10 01 48 AM 433 KB t a IF L 03 Sections 1 3 2013 10 01 48 AM 272 KB MONNNONNN amp gi x F L 04 Elevations pdf 1 4 2013 10 01 48 AM 270 KB e i T T T E 5 adx Page 30 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Drag n Drop files or folders I PAPROJECTSAPDD Seneca Lodge Tent Pad Project Correspondence WMajor Deliverables 2012 0925 100 L 01 Cover Sheet pdf 571 674 bytes FI les to b e jra PRROJECTS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 02 Layout pdf 198 145 bytes PI PAPROECIS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 03 Grading pdf 320 075 bytes U p Oa d e d TH PAPROJE PDD Seneca Lodge Tent Pad Project Correspondence WMajor Deliverables 2012 0925 100 L 04 Details pdf 299 008 bytes TPAPROJECTSUPDD Seneca Lodge Tent Pad Project Correspondence MMajor Deliverables 2012 0925 100 L 05 Details pdf 323 292 bytes bps P PR
77. wing files within the Brava Viewer as part of a document review Changemarks are the primary means of making comments on drawings within the ePlans platform See page Error Bookmark not defined for instructions on making Changemarks Checkbox A graphic element that allows users to make multiple selections from a number of options Unchecked Checkbox vi ieee Checked Checkbox Complete The task is finished Clicking the Complete button in an eForm will move the workflow to the next task In most cases clicking the Complete button cannot be undone Consultant A person or group hired by the Park Development Division to complete a set of contract documents for a specific park development project The Consultant is responsible for uploading their documents to ePlans for review by the Project Manager and the PDCO Team The Consultant will also receive and respond to comments made by the Project Manager and PDCO Team See page 39 for an overview of all of the Consultant s tasks in a Workflow Dialog Box A window that appears containing a message and requiring a user to take a certain action The simplest type of dialog box is an alert that requires the user to click the OK button to move on Division Chief A member of Montgomery County Parks Park Development Division responsible for overseeing all project managers Standard practices require the Division Chief to apply his or her eSignature to the cover sh
78. y Chase Local Park Chevy Chase Open Space Urban Park Cindy Lane Neighborhood Park Clarksburg Neighborhood Park Clarksburg Neighborhood Park Rec Bldg Clarksburg Triangle Urban Park Clarksburg Village North Local Park Clearspring Local Park Cloverly Local Park Colesville Local Park Recreation Facility Colesville Local Park Colesville Manor Neighborhood Park College View Neighborhood Park Colt Terrace Neighborhood Park Columbia Local Park Concord Local Park Connecticut Avenue Neighborhood Park Countryside Neighborhood Park Crabbs Branch Stream Valley Park Cross Creek Club Local Park Dale Drive Neighborhood Park Damascus Neighborhood Park Damascus Recreational Park Darby Historical Cultural Park Darnestown Local Park Darnestown Square Urban Park Dartmouth Nca Derwood Station Neighborhood Park Dewey Local Park Dickerson Conservation Park Dickerson Local Park Page 65 of 79 LO3 COS B11 P10 P75 D34 C43 D35 A07 C30 B69 B76 D36 N46 A09 A10 C10 C37 C11 M38 B12 C41 G04 A11 D38 D39 A12 D40 D41 A13 E50 B13 B14 B16 E71 B17 B18 Montgomery Parks Dowden s Ordinary Special Park Drake Drive Nca Druid Drive Neighborhood Park Dry Seneca Creek Stream Valley Unit 1 Dry Seneca Creek Stream Valley Unit 2 Dufief Local Park Duvall Road Nca East Norbeck Local Park East Silver Spring Urban Park East West Highway Nca Edgewood Neighborhood Park Edith Throckmorton Neighborhood Park Ednor Local Park
79. y to complete my assigned task NONO Save And Close D i i i TUTUP D D TUTTI oo Page 36 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Notification Pay Permit Fee At this step the Applicant will receive an email with the fee of the permit and the contact information of the Construction Supervisor Calculate the Fee Amount and Bond Amount from the email and contact the Construction Supervisor to get further instruction for payment Below is a email notification sample Fee Payment Task Assignment Attention Test Your plan review submission for Project 2014 038 has been reviewed and is approved However you will need to pay a fee of 50 and a bond amount of 100 before the permit can be issued Please contact the Construction Supervisor to pay the fee Please do not reply to this email Page 37 of 79 The Maryland National Capital Park and Planning Commission Montgomery Parks Notification Permit Available to Download At this step the Applicant will be able to download the stamped drawings and the Park Construction Permit 1 You will receive an email notification stating the applicant can now download the stamped drawings and permit from eplans Sample of notification is below eplans New Batch File Stamp Notification One or more files have been batch stamped and added to the project listed below 2014 038 Project Permits Folder Park

ePlans User Manual - Park Construction Permit

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