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Arkata supports thirteen project types. The type you pick decides which phases appear on the project’s timeline, so it is worth getting right at the start.

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The types

Each type carries its own phases. PA has the most at 22 across four stages and CMP has four, while Bank Form, Design, Valuations and Other have none at all. See Project timeline for every type’s list.

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Change a project’s type

Open the project, click Edit Project and choose a new Project Type.
Changing the type starts the project over on the new type’s timeline.
  • Timeline progress is cleared, including ticked and N/A phases.
  • The PA reference is cleared, because it carries the old type in front. Re-enter it afterwards.
  • Documents move to General Documents, because categories belong to a project type. Re-file them if you need to.
Tasks, billing and everything else stay as they are.

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Next steps

Project timeline

Every type’s phases, stage by stage.

Document categories

Why categories depend on the project type.