Planning

Planning "Phases" Explained
If you are in a solicitation in the "Planning" tab, you will notice certain dates and phases. In this article, we will explain the meaning of each...
Thu, Nov 29, 2018 at 4:32 PM
Export Planning Agenda to Personal Agenda (e.g. Outlook)
Under the 'Planning' tab of your solicitation, it is possible to export the planning as either a .pdf file or an .ics file. Using the .ics files ...
Fri, Nov 30, 2018 at 9:05 AM
How do I add Reminders to my Planning?
When creating a planning for your solicitation, you can set reminders for important upcoming dates. By doing so, you will receive email notifications about ...
Fri, Nov 30, 2018 at 9:15 AM
Adding/Editing Dates and Phases to the Planning
To add a date/phase in your solicitation, go to the "Planning" tab. On the bottom right of the screen, select the 'Add date/phase' butto...
Fri, Nov 30, 2018 at 9:44 AM
How to copy a previous planning to a new Solicitation?
Once you have created a new Solicitation and you want to copy the planning from a previous Solicitation, you can easily use templates. Go to the origina...
Fri, Nov 30, 2018 at 9:50 AM