Closing a deliverable

 Closing Deliverables from the Project summary

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 Close, today's date will automatically be entered into the Delivered date field

Closing Deliverables from the Worklist

1. Click on Worklist 
2. In your worklist, find the Deliverable you want to close
3. Click on the Close button in the Action column

Notes:

• If you are the person completing the deliverable then ensure the deliverable is assigned to you before closing it for reference and reporting purposes.
• To close deliverables from the Worklist, the Action column needs to be selected. To update your worklist to include the Action column, click on the add or remove columns and select Action
• External deliverables may have total invoices raised ($) displaying the amount that the supplier has invoiced for that specific deliverable