How to: Close a deliverable

 Closing Deliverables from the Project summary

1. From the main menu, click on the Projects menu 
2. Select the project you would like to work on
3. Click on the Deliverables tab
4. Select the deliverable you want to update
5. Enter the Deliverable status 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. locate 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