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

1. 1. Managing Projects in the Arclight Backoffice

   

2. 2. Login to your Arclight account

   

3. 3. Click on menu

   

4. 4. Click on Projects

   

5. 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.

   

6. 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.

   

7. 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"