DELIVERABLE Lifecycle
| 1 Deliverable Create and manage deliverable. |
| 2 Authorisation Send deliverable for authorisation. |
| 3 Time Entries Capture time entries against the deliverable. |
| 4 Expenses Capture expenses against the deliverable. |
| 5 Create Tasks Create deliverable specific tasks. |
| 6 Copy Tasks Tasks can be copied to from another deliverable. |
| 7 Reports View reports associated with the deliverable. |
DELIVERABLE Management
| 1 Deliverable It is a good practise to search for the DELIVERABLE before attempting to create a new DELIVERABLE. This will prevent duplicated entries. |
| 2 Located Only the top 250 will show on the list. Use page filters to search more records. |
| 3 Deliverable If you are unable to locate the DELIVERABLE, you can create a new DELIVERABLE. |
| 4 Deliverable Profile If you located the DELIVERABLE you should view the DELIVERABLE profile. |
| 5 Edit Deliverable The DELIVERABLE profile can be edited. |
| 6 Delete Deliverable All DELIVERABLES can be deleted from the list but not from the system. |
| 7 Restore Deliverable Any deleted DELIVERABLE can be restored. The deleted DELIVERABLE can be found under the deleted entries list and be restored from there. |
| 8 Request Authorisation The DELIVERABLE can be authorised. |
| 9 Edit Time Entries Time entries can be made on the DELIVERABLE. |
| 10 Edit Expenses Expenses can be captured against the DELIVERABLE. |
| 11 Number Deliverable The DELIVERABLE will be auto numbered. |
How To Create a Deliverable
Follow these steps to CREATE A DELIVERABLE.
- View the PROJECT PROFILE.
- Click the EDIT DELIVERABLES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Request Authorisation
Follow these steps to REQUEST AUTHORISATION.
- View the DELIVERABLE PROFILE.
- Click on the REQUEST AUTHORISATION tool in the toolbar.
How To Add Time Entries
Follow these steps to add TIME ENTRIES.
- View the DELIVERABLE PROFILE.
- Click on the EDIT TIME ENTRIES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Expenses
Follow these steps to capture EXPENSES.
- View the DELIVERABLE PROFILE.
- Click on the EDIT EXPENSES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Tasks
Follow these steps to add TASKS.
- View the DELIVERABLE PROFILE.
- Click on the EDIT TASKS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Copy Tasks
Follow these steps to COPY TASKS.
- View the DELIVERABLE PROFILE.
- Click on the COPY TASK tool in the toolbar.
- Follow the STEPS and click SUBMIT.
How To Close Deliverable
Follow these steps to CLOSE DELIVERABLE.
- View the DELIVERABLE PROFILE.
- Click on the CLOSE TASKS tool in the toolbar.
