The project page

Open any project from the Projects list to see everything about it in one place.

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The header

The top of the page shows the project name and the client, which you can click to open. References, status and project type are in the Project Details panel on General. The status badge is clickable: pick a new status straight from it. Share copies the page’s link. Edit Project opens every field at once. The bin icon deletes the project, and is available to Partners and Admins only.

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The tabs

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What is on the General tab

Project Details. The right-hand panel contains references, status, project type, assignees, Construction Costs, Permit Expiry, site details, links and collaborators. Click Construction Costs or Permit Expiry to set or change them. Use Hide to give the timeline more room and Project details to restore the panel. Use Linked Projects to connect related project records; see Link related projects. Site & Application. The applicant, locality and site address. Linked Records. Quick links to the project’s External Files, eApps and Maps pages. Click a link to open it, the copy icon to copy it, or Add to fill in one that is missing. Description and Notes. Separate sections below Project Details, with Description first. Click either box to type, then save. Use Documents for files and Tasks & Events for the task list. Assigned To. Add or remove project team members in the details panel. The Collaborators section sits below, see Collaborators on projects. Project Timeline. The compact view shows the last completed step, the first unfinished applicable step as Current, and the next unfinished step. Other steps are summarised. Expand shows the full timeline; PA uses phase columns with subphases and opens the current phase first. The other columns can be opened to review their subphases. N/A steps do not count towards completion. See Project timeline. Add task. The button sits at the top right of the Project Timeline panel, and inside each stage when the timeline is expanded. Pick a timeline sub phase to start the task with that name, or type your own name, which you can still edit before saving. The task is filed under that sub phase, and you can drag it to another one later. On PA projects a task belongs in a sub phase, so the form asks you to choose one. See Tasks on the timeline. Activity. The project activity feed appears below the timeline. Arkata can also set the expiry date itself when a decision notice email arrives. See Supported email scenarios.

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Edit a project

Click Edit Project to change any field. Three are worth knowing about:

• Client moves the project to a different client.
• Internal Reference asks you to confirm, because the old reference stops working.
• Project Type clears the timeline and the PA reference. See Project types.

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Next steps