Step-by-Step: Managing Projects in the Arclight (Backoffice)
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Antonio Rogers

Created Aug 21, 2023

Step-by-Step: Managing Projects in the Arclight (Backoffice)

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Managing Projects in the Arclight Backoffice

Managing Projects in the Arclight Backoffice
2

Login to your Arclight account

Login to your Arclight account
3

Click on menu

Click on menu
4

Click on Projects

Click on Projects
5

Select Project

  • Go to the projects lists by selecting Projects from the Arclight Backoffice Main Menu

  • Use the filters and the search box to find the project you want to manage and click on the project name.

Select Project
6

Manage Project

  • Use the actions listed in the Action Pane to edit project details, edit the customer or add quotes, jobs, or notes to the project.

  • The available actions in the Action Pane are determined by the permissions that have been granted to the current user.

Manage Project
7

Manage Projects cont.

  • You can access reports & add notes to your project.

  • Add a new document to the project you must first click on the documents tab and then choose "Browse Documents"

Manage Projects cont.
Well done!
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