📌 How to Create a New Project

Welcome to Tressl!

The following article will show you, the applicant, how to create a new project + add requests. Screenshots are provided for your reference.

Lets get started!

The following step-by-step guide will show you how to create a new project (a project is the overall information, where you can add multiple requests, in which an agreement will be generated for each request)

IMPORTANT TO NOTE: A separate request will need to be added for every unique location and/or request type. For example, if you have 3 different request types for a project (i.e. proximity, ground disturbance, and crossing) you will need to submit 3 requests for that project. This is what the "ADD & CREATE COPY" feature was made for, saving you the steps of re-entering the information for each one!

Step 1: On the top-left of your screen, select the tab "create"

Step 2: After clicking "create," you can enter the project information fields

Step 3: Once you've entered the project details, you will be prompted to "Add requests" - click anywhere in the center to add one

⚠️ Please note that when adding requests to a project, each request will usually be distinguished by legal location, disposition or license number, request type, or a combination of these. Think of you project in Tressl representing a traditional request letter, where a request entry in the request letter would be a separate request in your Tressl Project.

Step 4: Select the first type of request you'd like to make (either a crossing or road use request)

Step 5: Select the "approving organization" (who you are applying to) from the dropdown menu

Step 6: Fill in the fields then press "next" on the bottom right-hand side

Note - required fields must be entered to move forward

Step 7: Add the attachment(s): Attachment of a map/plan is required to continue:

NOTE: Organizations may require more than the plan, which you will see on the top-right in the screenshot above ("Attachment Requirements for ...")

After you have uploaded the attachment:

NOTE: Once you click "save," you can go through these steps as many times as needed to attach all required files.

Step 8: Once all required attachments have been uploaded, the "next" button will be clickable. Click "next" to continue

Step 9: At this stage, you have 3 options:

Option 1: Select "Add & Create Copy" - This means to 'add' the current request & subsequently copy the existing information into another request. This saves you the time of repeating steps 1-9 for additional requests within the same project. Just update what fields need changes, and leave everything else the same!

Option 2: Select "Add & Create New" - If you'd like to add another request that does not have the same information as the one you've just made

Option 3: Select "Add Ecrossing" - Select if this is the only request you have for this project (note: you can come back to the project and add requests as needed)

If you have any questions please reach out to our Live Support Chat, found at the bottom right of your Tressl account!