- From the main menu, select the ‘Projects’ menu option
- On the ‘Projects’ workspace, select the project you would like to work on
- In the ‘Project summary’ workspace, select the ‘Deliverables’ tab.
- In the ‘Deliverables’ tab select the deliverable you want to update
- In the ‘Deliverables summary’ workspace, enter the deliverable date and any other addition information and assign the deliverable if it isn’t already
- Click the Green menu button and select ‘Complete’, in order to complete the deliverable, the delivered date must be entered
- Click 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, with approvals if required
- 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