Creating a Project
A project is one job for one client — a permit application, a regulatory submission, or a piece of professional work. Everything else in Arkata hangs off it.How to create a project
- Go to Projects in the sidebar
- Click New Project
- Select the client this project belongs to (the client must already exist)
- Choose the project type (PA, RG, DNO, etc. — see Project Types)
- Fill in the project name and any other details
- Click Save
What happens when you create a project
- Arkata generates an Internal Reference automatically (e.g.
INT-0042). This is the project’s unique identifier throughout the system. - If the project type has a Project Timeline, its phases are set up for you automatically.
- The project starts with no documents, tasks, or billing stages — you add those as work progresses.
Required fields
- Client: Every project must belong to a client
- Project type: Sets which phases appear on the Project Timeline
- Name: A descriptive name for the project
Optional fields
- PA Reference: The Planning Authority reference number (e.g.
PA/00123/24). You can add this later once the PA assigns one. - Locality: Where the project is located
- Description: Additional notes about the project