Nov 3rd, 2017
Introducing Arkit Opal, an update offering greater customizations and new, more granular roles. New Budget tools also allow you to better tailor your Arkit experience to meet your specific workflow needs.
Customize Your Budgets
- You can now add your own budget statuses in addition to "Active", "Pending" and "Closed". See below for a detailed walkthrough of how to use this feature to add options to your dropdown budget menus.
More Specific Sharing Roles
- New Collaborator role allows you to share locked budgets with your collaborators, allowing them to update costs without allowing changes to budget amounts.
- Better differentiation when sending user vs. collaborator invites so you can more easily see what kind of access you are offering.
- More organized dropdown menus: now you can move items within dropdowns to change their order.
These features are available November 6th, 2017. Updates to Arkit are, as always, free and automatic for all users. See below for a detailed walkthrough of how to use the new features.
Using Custom Statuses to Filter Budgets
You can now filter budgets by any custom status you need, instead of just the three default statuses. These filters will appear in both the dashboard and project views.
Creating Your First Custom Status
To create a custom status or budget filter, go into the "Budget Information" pane in your project template, and click "edit" on the status panel. These additions will then appear in the drop-down menus both in the Budget dashboard and in the Budget panel in individual projects.
Clear Role Differentiation
We've made it easier to differentiate between internal users and external collaborators with descriptions of each major role type.
About Arkit's New Collaborator Type
Now when sharing projects, you'll find a new collaborator role available! The privileged, locked budget amount role can be used to give access to collaborators who need to update cost information, but shouldn't be able to edit budget totals.
Organizing Your Dropdown Menus
Dropdown menus are used in many project detail panels where you need to limit the number of options for that field. Now we have made it possible for you to organize those options by dragging and dropping them in the order you prefer.