How to create and manage projects – ORCA's Knowledge Center

Overview

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Projects are included in the Custom and Enterprise price plans

This article provides instructions on creating and managing different scenarios within ORCA projects. This allows you to establish distinct spaces for large and complex transactions and activities. ORCA projects can encompass various events such as:

Mergers and acquisitions; complex transactions that involve combining two or more companies or transferring ownership of one company to another.

Company restructuring; involves making significant changes to the structure of a company, such as reorganizing departments or changing the reporting structure.

Wealth transfers; passing down assets from one generation to the next, such as a family business, real estate, or investment portfolio.

Other complex transactions.

Projects provide flexibility to blend these events into your overall structure. By following the steps outlined in this article, you can easily create and manage projects to help keep your workflow organized and efficient.

How to manage projects

How to create a new project

Click on “Projects”.

Select the status:

Draft: Projects in draft status are your work-in-progress projects. These projects are not visible in the structure by default and need to be activated if you want changes to be reflected in the structure.

Active: Once a project has been finalized and implemented, you can switch it to “Active”. Projects with this status are permanently reflected in and added to your structure.

Provide a meaningful name and choose an abbreviation for your project.

Select one of the available colors and optionally add notes.

How to add a new event to a project

Create a new transaction with the ORCA sentence builder

Select the project assigned to this transaction

How to link an already added event to a project

To access a list of transactions, click on any line (the connection between two entities). You can also add an event to one or multiple projects by clicking under "projects".

Click on the list of transactions in the left panel to access all events.

How to change a project from draft to active

Active projects are automatically displayed (with a ticked box) in the structure, while draft projects are not visible by default. You can always check or uncheck the boxes of any active or draft project as needed.

How to add a project to an event using the Events section

The Events page allows us to edit events both inline and in bulk for selected events.

You can access the Events Section by clicking Events on the left side of the Navigation pane.

How to Bulk add a project to events using the Events section

Click on Events on the Left of the Navigation pane.

Select the boxes of events you want to add projects to.

Then click on Projects under the filter bar to apply a project in bulk.

You can also remove Projects in bulk