ePlans Training Center

How to use ePlans (Applicant Training Videos)

This training series contains videos for applicants using ProjectDox ePlans through New Castle County. Topics cover getting started with eServices through resubmitting after a review cycle. Check back often for webpage updates as we navigate the V9.2 upgrade in December 2021. 

On this page:

  • Module 1: Introduction to eServices Dashboard
  • Module 2: Access your project from the Dashboard
  • Module 3: ePlans Home Screen navigation
  • Module 4: Accepting your Project Task
  • Module 5: Prescreen Corrections
  • Module 6: Check Status of your Project
  • Module 7: Resubmit
  • Module 8: Downloading Approved Plans
Download files to PC screenshot

Module 1: Introduction to eServices Dashboard

This video introduces the ProjectDox eServices Dashboard.  ePlans now has a dashboard on the main screen to give customers direct access to open projects and includes project name hyperlinks, the status of the project and direct access to the task button.

Intro to eServices dashboard screenshot

Module 2: Access your project from the Dashboard

This video helps customers use the dashboard to access their projects in ePlans.

Module 3: ePlans Home Screen navigation

This video introduces the ePlans home screen and explains new customer features on the page. Customers will learn how to search for and open the project page and how to navigate project functions.

ePlans home screen navigation screenshot

Module 4: Accepting your Project Task 

*Available tasks will be displayed on the project screen. Click on the ‘Accept’ button or the task name hyperlink.  Follow the same steps to complete a previously accepted task.  If no task is available, check the status of your project to confirm if action is required.  

*Video coming soon!

Accepting your project task screenshot

Module 5: Prescreen Corrections

*The Prescreen Corrections eForm offers step-by-step guidance to address any submittal corrections.  The Review Comments button will open a window with requirements and comments from New Castle County staff. 

*Video coming soon!

Prescreen Corrections eForm Screenshot

Module 6: Check Status of your Project

*Checking the status of your project has been simplified with a status overview on the dashboard and a ‘Status’ project tab.  Open the status tab from your project page to view the overall project status and to run the Routing Slip Report.

*Video coming soon!

Check status of project screenshot

Module 7: Resubmit *coming soon*

Module 8: Downloading Approved Plans *coming soon*