How to manage Deliverables

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Phases & Gates tab.

  3. Select a project in the Project Data Selector.

  4. Select the Deliverables mode (deliverables_sciblue_64px-1.png).

    Note

    All Deliverables created for the selected project will be displayed.

Create Deliverables

  1. Click on the New (createNewIcon_newProject_active64_md.png) button to create a new deliverable, if need be.

  2. In the Work Item dialog box, enter the needed information.

Attach Deliverables to a Gate

  1. Click on the Edit (EditColor) button of the Deliverable you want to attach to a Gate.

  2. In the Work Item dialog box, Phases & Gates section, click on the (EditPenGrey.png) button to display the list of Gates.

  3. Select a Gate.

  4. Switch on the Mandatory option if need be.

    Warning

    By doing so, the user will not be able to approve a Gate if all the Deliverables marked as “Mandatory” are not 100% Completed.

  5. Close the dialog box.

Mark Deliverables as completed

  1. Click on the Edit (EditColor) button of the Deliverable you want to mark as completed.

  2. In the Work Item dialog box, click on the Workflow (WorkflowAction) button and select the Complete the Deliverable command.

  3. Close the dialog box.