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.

  1. Follow the general steps described in Inserting a Component.
  2. Select Deliverables List from the Component drop-down list.
    • 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.
  3. 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.
  4. Set a filter for the Deliverables List by clicking the Edit button.. The Deliverables List dialog box opens.
  5. 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 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.
  6. Click OK.