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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.

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Create a project

  1. Go to Projects and click New Project, or use the quick add + button and pick Project.
  2. Choose the Project Type. This decides which phases appear on the project timeline.
  3. Type the Project Name.
  4. Enter an Internal Reference if you use one. The latest added reference is shown above the field for copying.
  5. Select the Client. They must already exist and be active.
  6. Pick the Locality.
  7. Fill in any optional details.
  8. Click Create Project.
Project type, name, client and locality are required. Everything else can wait.
If the client has accepted a quote, create the project straight from the quote instead and the billing stages come with it. See Manage quotes.

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The optional fields

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Set the internal reference

Type any text or leave the field blank. Non-empty references must be unique across your firm, regardless of capitalisation. A tick means the reference is free, a cross means another project has it. See Project references.

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What happens after you save

The project starts as Ongoing, and its timeline phases are set up automatically if the type has any. It starts with no documents, tasks or billing stages; you add those as the work goes on.

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Next steps

Project types

What each type is for and which phases it carries.

The project page

What you get once the project exists.