Project timeline

Most project types come with a set list of phases, from first survey to final bill. Tick them off as you go and the Project Timeline panel shows how far along the project is.

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Read the panel

Click a stage name to open or close it. Mark all N/A skips a whole stage at once and Clear N/A undoes it.

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Tick phases off

Your timeline is built when you create the project, based on its type, and the phases appear in order on the project page. Tick a phase when you reach that milestone. You do not have to go in order: the sequence is the usual flow, not a rule.

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Deadlines on the timeline

When an authority email carries a deadline, Arkata puts that date on the phase it belongs to, so you can see what is due without opening the task.

• The date appears in brackets next to the phase name, as DD/MM/YY.
• On the Timeline dashboard the phase’s dot is replaced by the same short date, and hovering tells you which phase is due.
• Dates appear only on open phases. Tick a phase off, or mark it N/A, and the date drops away.

See Supported email scenarios for which emails carry deadlines.

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Tasks on the timeline

Tasks sit under the sub phase they belong to, so the timeline shows both what is done and what is still being worked on. Add task is at the top right of the panel, and inside each stage when you expand the timeline. Pick a sub phase name to start a task with that name, or type a name of your own. Either way the task is filed under that sub phase. To move a task, drag it by the handle on its left and drop it on another sub phase. Arkata confirms the move, and nothing else about the task changes. Sub phases with no tasks stay tidy: the list only appears once there is something in it.

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Ticking a sub phase can bill the project

If your firm has linked sub phases to billing stages in Settings > Billing > Timeline Billing, ticking is also how work gets billed. When the sub phase linked to a stage is ticked, that stage becomes Ready to Invoice and the Partners are notified. Untick one and the stage goes back to Not Ready. If the stage has already been invoiced, Arkata saves your timeline change but leaves the billing as it is, and tells you which stage it left alone so you can speak to a Partner if the invoice needs adjusting. See Billing stages and Timeline Billing.

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Phases by project type

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Next steps