Edit information as required in the following areas of the Deliverable dialog box:
- Deliverable Completed: Place a checkmark in the box to indicate that the deliverable has been completed.
Note: You can also indicate that a deliverable has been completed by directly checking the Completed column checkbox on the Deliverables tab.
- Name: Enter a name for the deliverable.
- Phase: Indicates the phase to which this deliverable belongs.
Note: When creating a new deliverable, you can assign the deliverable to any of the life cycle phases.
- Owner: From the drop-down list, select the name of the user who is responsible for the deliverable.
- Approver: From the drop-down list, select the name of the user who approves the completion of the deliverable.
- Due date: Enter the date by which the deliverable is to be completed in the format m/d/yyyy. Alternatively, select a date from the drop-down calendar.
Note: Depending on your locale setting, the format you use for entering dates may be different.
- Link: Enter the web address of a web site related to the deliverable or a location within the PPM system. The text entered in this field will be displayed as Obtaining a Primavera Portfolio Management Link or use the Upload, Documents, or Browse buttons (described below) to help you complete this field.
- Upload button: Click to open the Upload Document dialog box to upload and link to a new document on the PPM server.
For more information, refer to Working with Documents.
- Documents: Click to link to a document on the PPM server. The Documents dialog box appears, listing all uploaded documents. Select a document from the list and click OK. The document's link is entered in the Link field.
- Browse: Click to browse to a document in the network. In the Choose File dialog box, select a document and click Open. The document's link is entered in the Link field.
- Upload button: Click to open the Upload Document dialog box to upload and link to a new document on the PPM server.
- Description: Enter a brief description of the deliverable. You can include hypertext in the description.
- Mandatory: Select the Mandatory checkbox to make the deliverable mandatory for the completion of the phase.
- Alert when deliverable created/modified: Check this option to have an e-mail alert sent when an action item is created or modified.
Click Edit Alert to open the Message step of the Alert Wizard. For information on the Alert Wizard, refer to Step 5: Defining the Alert Message Information in Configuring Alerts and Notifications.