Completing a deliverable

 

1. From the main menu, click on the Projects menu 
2. In the Projects workspace, select the project you would like to work on
3. In the Project summary workspace, click on the Deliverables tab
4. In the Deliverables tab select the deliverable you want to update
5. In the Deliverables summary workspace, enter the deliverable date and any other additional information and assign the deliverable if needed
6. Click on the Green menu button  and select Complete, in order to complete the deliverable, the delivered date must be entered
7. Click on the Green menu button and select Close

Notes:

• External deliverables are completed by the assigned group, then closed by the buyer
• Internal deliverables are completed and closed internally
• If you are the person completing the deliverable then ensure the deliverable is assigned to you before completing it for reference and reporting purposes.
• External deliverables will have total invoices raised ($) displaying the amount that the supplier has invoiced for that specific deliverable