Single-User Quick Start Guide

Document ID: M17-CERT-001-D1

Audience: First-time customer using one Windows PC

Last updated: 2026-09-17

Applies to: Jakten Platform 2.0

> If two or more people will work from separate PCs, use Choose Your Deployment and the Office Deployment Guide. Activate once on the office server, not on each workstation.

1. Before you begin

Have the following ready:

• A 64-bit Windows 10 or Windows 11 PC
• The current Jakten Platform Setup download
• Your activation key
• Internet access for activation and update checks
• The company name and administrator email you will use

The suite installer contains Platform and its bundled product applications. Your subscription and named-user seats determine which products you can open.

2. Install Platform

1. Download the installer from the secure link in your onboarding message.
2. Run the installer and complete the Windows setup wizard.
3. Open Jakten Platform.
4. On the deployment screen, choose the single-computer/local option.
5. Continue to first administrator setup.

If Windows blocks the installer, verify its publisher and hash using the information supplied by Jakten before continuing.

3. Create the company and first administrator

Enter the company name, administrator display name, work email, and a password that meets the on-screen policy. Complete setup, then sign in with that account.

Keep the administrator credentials and activation key in your organization's approved password or secrets manager.

4. Activate the subscription

1. Open Administration → Licensing.
2. Enter the activation key under Activate subscription.
3. Select Activate with key.
4. Accept current legal terms when prompted.
5. Confirm the status is Active and operational mode is Normal.

Activation is performed once for this PC. Do not activate another isolated install with the same key unless Jakten support directs you to recover or replace the deployment.

5. Turn on modules and confirm your seats

1. Open Administration → Modules.
2. Select Turn on for each licensed module you plan to use, such as Jakten Risk or Jakten Assurance.
3. Open Administration → Licensing → Seats.
4. Confirm the administrator has the required paid module seats.

Platform entitlement is derived automatically from paid product seats. You do not assign a separate paid Platform seat.

6. Review company standards

Open Administration → Standards. Confirm a published WBS library is available before project creation. For Assurance use, also review units of measure, cost types, disciplines, company metrics, and Project Driver Templates.

Activation may provide a starter WBS library. Treat it as a starting point and publish company-specific revisions deliberately.

Under Administration → Company → Settings, check the Version types your estimators will choose from. Every company starts with the Jakten set (30%, 60%, IFC and so on); rename, add, or retire types to match how your company works before the first project.

7. Set up the first project

1. Select Projects from the left navigation.
2. Select Create project. Set up a project opens; nothing is saved until the last step.
3. Project: enter the name, number, client, and any profile details.
4. Modules: choose the modules this project uses, such as Jakten Risk and Jakten Assurance.
5. Structure: choose a published WBS library.
6. Metrics: enter project driver values, or select Skip.
7. First Estimate Version (shown when Assurance is chosen): pick a Version type and basis date.
8. Team: add any other members. You are the project's first manager.
9. Review and create: check the summary and select Create project.
10. Confirm each module shows Active, then select Open project. If one shows Not activated, select Retry activation.

Anything you skipped appears on the project Overview under Finish setting up this project. The project's working Estimate Version is the context opened by both Risk and Assurance.

8. Open a module

• Select Risk to model uncertainty, dependencies, risks, events, simulations, and reports.
• Select Assurance to manage packages, commercial workflow, changes, reviews, the Living BoE, and delivery.

Use Back to project (top left, beside the menu button) to change the project or selected Estimate Version.

9. Protect and maintain the deployment

1. Open About & Deployment and confirm Deployment Health.
2. Follow the Backup and Recovery guide to protect Platform, Assurance, and Risk stores together.
3. Check for updates from About & Deployment; Platform never installs them automatically.
4. Keep enough free disk space for imports, simulations, reports, and backups.

10. Completion checklist

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