The Deliverables List allows you to track deliverables associated with the selected item/portfolio. Deliverables can be filtered, listing only the defined type. The list displays the deliverable's name and additional related information, such as the deliverable owner's name and the due date.
For a description of the columns in a Deliverables List, refer to Working with a Deliverables List in Working with Forms.
To insert a Deliverables List:
Note: Deliverables List must be defined within 4/4 group boxes.
- Follow the general steps described in Inserting a Component.
- Select Deliverables List from the Component drop-down list.
Notes:
- The system will also add a description of the filter settings to the label name. The description will appear in parenthesis. For example: `Deliverables List (due in 30 days)'.
- The default filter settings for a Deliverables List is to display all deliverables associated with current phase and all deliverables that have past due dates.
- Adjust the Height cell if you want more than the default six rows. A scroll bar will be shown when there are more deliverables than the number of defined rows.
- Set a filter for the Deliverables List by clicking the Edit button.. The Deliverables List dialog box opens.
- Select from the options listed in the Deliverables List dialog box to set a filter for your Deliverables List. The following filters are available:
- Due in 30 days - The list will include all deliverables with due dates within the next 30 days.
- Due in 60 days - The list will include all deliverables with due dates within the next 60 days.
- Of current phase - The list will include all deliverables that are associated with the current phase. (Default setting.)
- All - The list will include all the deliverables available for the item.
- None- The list will include only deliverables with due dates that have passed.
Include additional deliverables by checking either, or both of the following options:
- Include past due deliverables - Check this option to include all the deliverables that have due dates that have already passed.
- Include deliverables with no dates - Check this option to include all the deliverables that have not yet been assigned due dates.
- Click OK.