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Quarterly cycles and returns

Open each Epic's reporting quarters, set the dates partners and captains work to, and follow the quarter's returns and report.

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Each quarter, partners file a return for each of their projects, and the Epic's Captain writes the quarter's report from them. You open the quarters and set their dates. This appears only when it is turned on for your organisation.

Open a quarter and set its dates

  1. Go to Settings > Reporting cycles and choose the Epic.
  2. Under Quarters, every quarter the Epic reports across is listed with when it Opens and its State. Select Open the next quarter when it is time, or change a quarter's state. Backed says which partner windows were closed or reopened.
  3. Under Milestones in the current quarter, set the Starts and Due dates of the seven steps the Captain and the partners work through. These are the dates the Captain sees. Backed warns you if a step ends before it starts or starts before the previous one is due. Reminders move with the dates.

Follow a quarter

Report > Epics lists the Epics you can read. Open an Epic, then a quarter, to see where it is up to: the returns partners have filed, the requests sent, the meetings, and the Captain's report. A finalised report opens read-only, exactly as the Captain finalised it, and can be downloaded as a PDF or, once the quarter is finalised, exported as CSV.

Report > Captain's report takes a Captain to the report of their working quarter.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.