Local Authorities

Administrators maintain the list in Setup > Local Authorities. Assigning an authority consistently makes it easier to find and report on related quotes and projects.

Add an authority

1. Open Local Authorities.
2. Click the plus button above the table. Its tooltip is Add Type.
3. Enter the authority name in Title.
4. Click Add Authority.

Use a name your team will recognise and check the search results before adding an entry that may already exist.

Edit or delete an entry

Click an authority's title in the list to edit it in place and confirm the change. The red bin control removes an authority. Check your team's existing use before deleting a category.

If an authority changes its name, first decide whether you need to rename the existing entry or keep separate names for your records. Avoid creating near-duplicate entries without a reason, as they split results across different filter values.

Use the list

Select the relevant Local Authority on a quote or project. In the Quotes Report and Submissions Report, select that authority to narrow the results; All includes every authority.

The authority list is maintained by your company. Adding an entry does not connect PlanMan to the authority's website, submit an application or retrieve decisions. Record the relevant submission information in the project for reporting.