Deliverable Business Process
Use the Deliverable business process to track deliverables for a project.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
Status | Resulting State |
|---|---|
Acknowledged | non-terminal |
Approved | non-terminal |
Canceled | non-terminal |
Completed | non-terminal |
Pending | non-terminal |
Rejected | non-terminal |
Related Processes
The Deliverable business process might create the following business processes: Not applicable
The Deliverable business process might be created by the following business processes: Not applicable
Creating a Deliverable Record
Create a Deliverable record by navigating to Project Management / Deliverable on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Deliverable form and attach related documents, if needed. After completing the form, select Submit if you are done and ready to commit the record.
Note You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab, and switch to User mode.
- In the left Navigator, select Project Management, and then select Deliverable.
- On the Project Note page, select Create. Complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
. - After completing the form, select Submit.
Completing the Deliverable Form
Key Information
Key Information about this Deliverable record
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title. |
Status | Required |
|
Deliverable Category | Editable |
|
Description
Enter a description of the Deliverable. This information might appear in any formal printouts of this contract.
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. The business processes selected for auto-creation will copy this detailed description to the destination business process. |
Date Tracking
Record key lifecycle dates used to plan, monitor, and report progress.
Field Name | Access | Description |
|---|---|---|
Issued Date | Editable | Date the deliverable was issued or released |
Need-by Date | Editable | Date by which the deliverable is expected or required |
Actual Completion Date | Editable | Date the deliverable work was fully completed |
Review Dates
Capture review milestones and rework outcomes to confirm completion.
Field Name | Access | Description |
|---|---|---|
Review Due Date | Editable | Deadline for the reviewers to complete their review |
Rework Completed Date | Editable | Date the final review was completed and accepted |
Review Completed Date | Editable | Date any requested rework was finished and resubmitted |
Contract
Field Name | Access | Description |
|---|---|---|
Contract Reference | Editable | The contract reference number |
Contract Number | Read-Only | The unique number for the contract, which might come from a corporate financial system |
Contract Line Item | Editable | Select a reference Contract line item. |
Vendor Name | Read-Only | The name or nickname for this vendor. This field must be unique to each vendor. This name will be the primary way this company is identified in the system. |
Related Activity/Milestone
Select an activity or milestone. The fields below are linked to the selected activity (read-only) and update automatically with schedule changes.
Field Name | Access | Description |
|---|---|---|
Activity/Milestone | Editable | Select the activity or milestone that should be used to track the planned and actual dates in this record. |
Activity Name | Read-Only | The name of the selected activity/milestone from Project Schedule |
Planned Start | Read-Only | The planned start date from the selected activity/milestone |
Planned Finish | Read-Only | The planned finish date from the selected activity/milestone |
Actual Start | Read-Only | The actual start date for the project from the schedule activity/milestone |
Actual Finish | Read-Only | The actual finish date from the selected activity/milestone |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record No. | Editable | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the record was created |
Project Name | Read-Only | Name of the project |
Project Number | Read-Only | Unique Project Number |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Completing the Change Log Tab
Change Details
Field Name | Access | Description |
|---|---|---|
Short Description | Required | Enter a description of 50 characters or fewer. |
Comments | Editable | Enter additional detailed information. |
QA Owner | Editable |
|
Creation Date | Read-Only |
|
Last Published Tuesday, March 31, 2026