Platform User Guide

Document ID: M17-CERT-001-D7

Audience: Everyone who works in Jakten Platform

Last updated: 2026-10-16

Applies to: Jakten Platform 2.0

1. Start here

Jakten Platform is the home for your company, projects, and licensed product workspaces. Use Platform to open projects, choose the working Estimate Version, open Risk or Assurance, find reports, and check your connection or installed version.

Your company administrator manages activation, users, seats, product availability, and company standards. If a page or product is missing, start with your administrator rather than creating a separate local deployment.

2. Sign in and find your way around

1. Open Jakten Platform from Windows.
2. If prompted, select your company deployment or enter the office server connection supplied by your administrator.
3. Sign in with your email and password.

The left navigation contains:

Press the command shortcut shown in Platform to search available destinations without leaving the current page.

3. Open or create a project

Select Projects to open the project library.

Administrators and Editors can create projects. To set one up:

1. Select Create project. Set up a project opens. Nothing is saved until the last step, and Cancel leaves without creating anything.
2. Project: enter the name, number, client, and project profile. Fields marked with an asterisk are required. The number must not match another live project, ignoring capitalization.
3. Modules: turn on the modules this project uses, from those your company has turned on and licensed.
4. Structure: choose a published WBS library (or a project template, if your company has one). Classification libraries your company attaches by default are already checked; uncheck any you do not want, or add another.
5. Metrics: enter project driver values such as area or tool count.
6. First Estimate Version: shown when Jakten Assurance is chosen. Pick a Version type and basis date.
7. Team: add members and their project roles. You are the project's first manager.
8. Review and create: check the summary and select Create project.

Modules, Metrics, First Estimate Version, and Team can be skipped with Skip. Whatever you skip is listed on the project Overview under Finish setting up this project until it is done.

After you create the project, the result screen shows each module as Active or Not activated. Select Retry activation for one that did not switch on, then Open project.

A WBS library must be published before it can be selected.

To open existing work, select a project from Recent projects on Home or from the project library.

4. Use the project workspace

Every project opens on Overview. The workspace may also show:

You see only the areas and actions your company role and project role allow.

Modules appear under Open a workspace on Overview only when they are chosen for the project. A module that is still switching on or is suspended shows as a disabled card with the reason. Your own named-user seat is checked when you open the workspace.

Adding a module later. A project manager (or an administrator) opens Settings → Modules and selects Add to project on a module shown as Not in use. Adding Jakten Risk asks for confirmation first, because it creates a linked Risk project. A module shown as Switching on offers Retry.

Project managers also add and remove members on the Members page, and archive the project from Settings (Archive project, and later Return to active). A project always keeps at least one manager.

5. Work with Estimate Versions

Risk and Assurance both use the Estimate Version selected in the Platform project overview.

1. Open the project Overview.
2. Under Estimate versions, select + Add estimate version, choose a Version type, and select Create version — or select an existing version.
3. Confirm the selected version before opening Risk or Assurance.

Version types are defined by your company. A project can hold several Versions of one type: the second is labeled, for example, "60% Rev 2". A Version created by mistake can be voided if nothing has been done in it yet; voiding is permanent.

Changing the selected version changes the analytical context you open. It does not overwrite another version. Issued or frozen evidence remains historical; create or select an editable working version for new changes.

6. Open Risk or Assurance

From the project Overview, under Open a workspace, select Open Risk or Open Assurance on the product card.

Product workspaces open in the same Platform deployment. Use Back to project (top left, beside the menu button) to return without starting a second application. Ask Jakten in the top bar answers how-to questions without leaving the workspace (section 9).

See the Jakten Risk User Guide or Jakten Assurance User Guide for the product workflow.

7. Save, leave, and sign out safely

• In Risk, use the visible Save command before closing the project. Platform warns when navigation would abandon unsaved edits.
• In Assurance, complete or cancel the current editor before changing destinations. Many governed actions save when you confirm them; wait for the success or error state.
• Do not close Platform while an import, simulation, export, or issue operation is still running.
• Use the user menu to Sign out when working on a shared computer.

8. Connection and update checks

For an office deployment, your work is stored on the Platform Server. If Platform cannot connect:

1. Confirm you are on the office network or approved VPN.
2. Open Connection and run the connection test.
3. Confirm the server address with your administrator.

Open About & Deployment to view the installed suite version and Deployment Health. Updates are never installed automatically; follow the Suite Updates Guide.

9. Get help

Ask Jakten

Ask Jakten answers questions about how to use Jakten, such as "How do I publish an estimate to Risk?". It answers from Jakten's published documentation, and every answer links to the pages it drew on. Open it from Help, or from Ask Jakten in the top bar of any module.

• It needs Jakten AI. Your company needs a Jakten AI subscription, and a company administrator must have accepted the *Jakten AI Data Processing Terms*. Otherwise Ask Jakten says so; ask your company administrator.
• What it sends. Your question as typed, and the earlier questions of the same conversation. When you ask from a module's top bar, it also sends the module's name and the name of the section you have open. It never sends your projects, estimates, risk models, bids or files. Do not type confidential project details into a question.
• It uses AI credits. Each question uses a small number of your company's AI credits.
• Nothing is saved. Closing Ask Jakten ends the conversation.
• Offline. Ask Jakten needs internet; everything else in Help works offline.

Jakten AI in the modules

With the same subscription and acceptance, each module offers its own AI features, which work on your project's data and are described in that module's guide:

• Jakten Assurance: import suggestions, Ask the estimate, drafting metric definitions, reading basis documents for Knowledge, and Draft with AI in the Basis of Estimate and review slides (Jakten Assurance AI Data Handling).
• Jakten Risk: Draft risk events and Draft summary (Jakten Risk AI Data Handling).
• Jakten Quote: reading and mapping bids, analysis, letters and Ask the bids (Jakten Quote AI Data Handling).

In every module, AI proposes and a person decides: nothing it suggests changes your work until someone accepts it. Each AI action uses your company's AI credits and needs internet; everything else keeps working without it.

Contact support

Contact your company administrator first for passwords, seats, project access, missing products, or server connectivity. For product or installation support, email [email protected] with your company name, Platform version, exact error text, and the action you were attempting.

Never email a full activation key or password.

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