Adding Dates to Bids
Key Project Dates and Bids
Key project dates can be added directly to bids in Jaket. Dates communicate important milestones to your client and are visible on the summary page of the Bid PDF. Each Date is represented by an Event. Events store the following data:
Label - This is the title or name of the event. It should be descriptive enough to convey the essence of the event at a glance.
Start and End Dates - Specify the duration of the event with a starting and an ending date. If the event spans multiple days, both fields will be utilized.
All Day Event - An event can either be hourly with a specific time slot or an 'All Day' event.
Location - Assign a location to the event from the drop-down menu.
Users - Add users to this event. Once added, these users will find the event reflected in their personal timeline view.
Notes - Add any additional, relevant details about the event.
Use the Calculator icon next to the ID field to auto generate a unique Deliverable ID.
Users must be added to the parent Jaket of the Bid before they can be linked to Events within the Bid. This ensures that only those who are already part of the project's broader context are brought into specific event details.
How to add Dates to a Bid
In the Bid view, tap the carrot icon in the upper right corner to expand the Bid Details section.
Tap the calendar icon found to the right of the Dates section to view the calendar.
Select the desired date by clicking on it within the calendar. Enter the Event information related to this date. Save the Event by tapping ADD to attach this date to your Bid.
When a Bid is successfully awarded, all the Dates included within it will be automatically transferred to the Jaket.
Downloading a Bid Timeline PDF Document
Once you have your dates set, you can compile and download a PDF timeline of your Bid. To do this, click the DOWNLOAD TIMELINE button situated above the calendar. This document serves as a formal schedule of the project's critical dates.
By adding and managing key project dates within your bids on Jaket, you maintain organizational consistency, provide clear timelines to your clients, and ensure a smooth transition of information when moving from the bidding phase to project execution.
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