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Managing Projects

Managing projects in ArcSite

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Managing Projects

Projects work like folders โ€” each one holds the drawings for a job. From the Projects screen you can create, rename, delete, and view details for any project.

iOS

Android

Windows

Web

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Create a Project

  1. Tap Create Project at the top of the Projects screen.

A new project appears directly below.


Rename a Project

  1. Tap the Details icon to the right of the project.

  2. Tap the Rename icon at the top of the Details pane.

  3. Type the new name.

  4. Tap Rename.


Delete a Project

Note: A project must be empty before you can delete it. Delete any drawings inside it first.

  1. Tap the Details icon to the right of the project.

  2. Tap the Trash icon at the bottom of the Details pane.

  3. Tap Delete Project.

  4. Choose how to delete:

    • Delete from Device โ€” removes the project from this device only. The cloud version stays intact.

    • Delete from Cloud โ€” permanently removes the project for everyone.

  5. Confirm the deletion.


View Project Details

Tap the Details icon to the right of any project. The Details pane shows:

  • Client Details โ€” client name, email, and address for the job.

  • Owner, Last Modified Date, and Size

Managing Project Tags

Create new and assign project tags. More about Tags can be seen here.

ArcSite Payments

If your company is set up to use ArcSite Payments, you will have the the ability to choose whether to allow Credit Card and / or ACH payments for this specific project.

Who Has Access

If your logged in user account has the privilege to set access, you can define new view only or edit capable collaborators. To read more about account access see here.

Delete a Project

This is available only to the owner ( not collaborator) of a project

  • Tap on the More icon at the top right corner of the canvas

  • Tap the Trash Can icon at the bottom of the Details pane

IMPORTANT NOTES ON DELETING A PROJECT

  • The project will need to be empty. If there are drawings within the project, those will need to be deleted first

  • Delete from the device โ€“ this will only delete the iPad version of the Project, leaving the cloud version intact

  • Delete from Cloud โ€“ this will completely delete Project. It will no longer be available at all for anyone.


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