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 finished 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 Deliverable page, select Create. Refer to the tables below to 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. | Read-Only | 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 |