A Deliverables List allows you to track deliverables associated with the selected item/portfolio. The list displays the deliverable's name and additional related information, such as the deliverable owner's name and the due date.
Note:
- If a life cycle has not yet been defined for an item, click Assign Life Cycle button on the upper right corner of the Deliverables List group box to open the Life Cycle dialog box. Once a life cycle is defined the button will not be available anymore. For more information on the Life Cycle dialog box, refer to Creating Life Cycles in Configuring the System Components.
- For instructions on modifying a life cycle, refer to Working with Life Cycles in Working with Management Workbooks.
The Deliverables List group box contains the following command buttons:
- New: Click New to open the Deliverable dialog box and create a new deliverable. For information on predefining deliverables, as part of a specific phase and life cycle, refer to Creating Life Cycles in Configuring the System Components.
- Edit: Select a deliverable from the Deliverables List and click Edit to open the Deliverable dialog box and edit the selected deliverable. For information on editing deliverables, refer to Working with Deliverables, in Working with Management Workbooks.
Note: You may also edit the deliverable directly inside the Deliverables List by double-clicking inside any cell (except the Phase Status cell).
- Remove: Select a deliverable from the Deliverables List and click Remove to remove the selected deliverable from the list.
The Deliverables List contains the following columns, as shown in the figure below:
(Deliverable Completed): A checkbox indicating whether a deliverable is complete.
(Deliverable Mandatory): A checkbox indicating whether the deliverable is mandatory.
- Deliverable: The name of the deliverable.
- Owner: The owner of the deliverable.
- Phase: The phase to which the deliverable belongs.
- Phase Status: The current status of the phase.
- Link: A web link (URL) related to the deliverable.
- Due Date: The date by which the deliverable is due. When the deliverable is late, its due date appears in red.
- Description: The description of the selected deliverable is displayed in a separate text area that is below the Deliverables List.
To adjust the deliverable's security permissions, click the Security tab. The Security tab is displayed.
The Security tab of the Deliverables dialog box enables you to determine the level of access to the deliverable users have within your system. In the Security tab, you can:
- Add additional security rows without stopping inheritance.
- Stop inheritance and determine whether or not to copy the inherited security permissions.
Note: You must have Admin permission on the deliverable to adjust its security permissions.
For an explanation of system security and instructions for setting permissions, refer to Security.