In accessing the Deliverable Card, the user is able to define and edit the attributes of a given Deliverable.
The card is made up of:
A header, which provides the Deliverable's key information and commands,
A common section, which is always displayed and provides the main commands and attributes, and
A series of optional sections that can be added by using the buttons located on the right-hand side of the card.
To remove an optional section, the user has to delete all the existing objects it contains first (if any).
In cases where the Deliverable Card is used to create a new Deliverable, the following buttons will be available in the bottom right section of the card:
Create – Allows the user to complete the Deliverable creation and closes the card.
Cancel – Closes the card without creating the Deliverable.
The upper section of the card provides the Deliverable Category, Key, and Name, as well as the following tools:
 | Workflow State | Indicates the Deliverable's current Workflow State, which can be modified upon clicking on it. The Workflow State can be: Pending, Ongoing, Completed, or Validated. |
 | Flag | Allows the user to mark the Deliverable as flagged. |
 | Notes | Indicates whether there are new notes or not, and displays the Notes dialog box. |
 | More | Provides access to the following commands:
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In addition, the following attributes are displayed:
Assignee | Indicates the User assigned to the Deliverable. The following actions are possible:
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Parent | Indicates the Parent Object (Project, Work package, or Portfolio) the Deliverable is attached to. By using the Move feature, the user can change a Parent object. |
Type | Indicates the Type of the Deliverable. The following actions are possible:
Note The Remove button is only available if the Type is not a required field |
Estimated Date | Indicates the date on which the Project manager plans to deliver the Deliverable. By default, the Estimated Date is automatically filled in as follows (from highest to lowest priority):
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The main section provides the following fields:
Name | Name of the Deliverable |
Related Task | Allows the user to attach the Deliverable to a task. In doing so, the Deliverable will then be available in the Gantt side panel, Work Objects tab. The following alerts can be displayed:
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Priority | Indicates the urgency of the Deliverable (for informative purposes only). |
Client | Indicates which Organization has requested the Deliverable. This field also conditions the Deliverable availability in the Client Portal workspace. By default, the Client field is filled in with the Initiator’s Organization. |
The following date fields are provided:
Due Date | Indicates the delivery date requested by the Initiator. |
Committed Date | Indicates the date on which the accountable User plans to deliver the Deliverable. |
Estimated Date | Indicates the date on which the Project manager plans to deliver the Deliverable. By default, the Estimated Date is automatically filled in as follows (from highest to lowest priority):
Note: The Estimated Date can be overwritten manually at any time. |
Completed Date | Date on which the Deliverable has reached the “Closed” Workflow State. |
When the Activity Log feature is active, the following fields will also be available: Estimated Effort, Actual Effort, and Remaining Effort.
The Administrator can make the Activity Log available for each Deliverable in the System Settings workspace, Work Management settings folder, Work Items tab, Deliverables section.
In addition, the following icons that indicate there is an issue with an Deliverable Date can be displayed:
 | Indicates that the Deliverable is open and that the Committed Date (or Due Date if the Committed Date field is empty) falls before Today’s date. |
 | Indicates that the Deliverable is not closed and the Estimated Date falls before Today’s date. |
 | Indicates that the Deliverable is open and that the Estimated Date falls after the Due Date. |
The Other Attributes section provides the following fields:
Other Assignees | Allows the user to add other stakeholders to the Deliverable. |
Link | Allows the user to enter a URL link regarding the Deliverable. He/she can then click on the arrow icon to open the link in a new browser tab. |
The Acceptance Criteria section provides a Rich Text section, which allows the user to describe the criteria required for the Deliverable to be defined as “Completed”.
The Connections section provides information regarding the relationship between the selected object and other objects.
For more information regarding the possible connections for an object, please refer to the Connections topic.
Each connection is represented by a card, providing the following attributes of the connected object: category of object, ID, Type, Description, Assignee, and Workflow State.
The following tools are provided:
 | Create & Connect | Allows the user to create a new object that will be automatically connected to the current object. |
 | Connect to Existing | Allows the user to connect the current object to another object. Note: The Backlog Item option will only be displayed if at least one Backlog Item exists for the selected project. |
 | More | Provides access to the following commands:
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The Actions section provides an interface for creating the relationships between the current Deliverable and different Actions.
For more information regarding the possible Action connections, please refer to the Action (Actions Center) topic.
The following information regarding the connected Actions is displayed: Name, Due Date, Assignee, and Status.
The following commands are available:
Create & Connect | Opens the Action Card where the user can create a new action that will be automatically connected to the selected Deliverable. |
Connect to Existing | Opens the Global Actions list from which the user can select an existing action to be connected to the Deliverable. |
Remove Connection | Allows the user to delete the selected Action relationship(s). This command is only available if at least one relationship is selected (i.e., the corresponding checkbox is ticked). |
The Attachments section provides a spreadsheet, which allows the user to attach information to the Deliverable in the form of URL links. Attachments can be of any type (i.e., spreadsheets, documents, images, etc.) and are not saved in the Sciforma database.
The Attachments section is only displayed if the corresponding option has been activated by the Administrator in the System Settings workspace, Work Management Settings folder, Display Preferences tab.
The following attributes are available for viewing and editing: Type, Initiator, Name, and URL.
The following commands are available:
| New | Allows the user to create a new Attachment. |
| Connect to Existing | Opens the Global Attachments list from which the user can select an existing Attachment to be connected to the Deliverable. |
| Delete | Allows the user to delete the selected Attachment relationship(s). This command is only available if at least one relationship is selected (i.e., the corresponding checkbox is ticked). |
The Activity Log section allows users to specify the effort spent on a Deliverable, and then import the Effort in his/her Timesheet. Each Activity Log entry is defined by the following attributes: User, Date, Actual Effort, and Comments.
The following commands are available:
| New | Adds a new entry in the spreadsheet for the user to fill in. The User field will be automatically filled in with the name of the logged-in user. |
| Delete | Deletes the selected Activity Log entry. This command is only available when at least one entry is selected (i.e., the corresponding checkbox is ticked). |