Track project deliverables

While capturing deliverables is optional, we recommend you work with the project sponsor to identify and capture the deliverables that will be important to your project stakeholders.
 

Identifying deliverables

  1. Click the Deliverables tab under the Tracking grouping of tabs. 
     
  2. Click +New Deliverable.
     
  3. Complete the Quick Create Key Date form and then click Save and Close from the bottom.

    Important: Ensure that the Assigned To and Due Date fields are never blank for efficient tracking and reporting. 
     
  4. Click Save and Close to apply changes. 
     

Updating deliverables

  1. Open the Deliverables tab for the current project and compare the approved dates to the current Project for the web schedule.

    Tip: If the approved Deliverable date is different than the project schedule, select the Deliverable row.
     
  2. Click Edit (or double click the Deliverable name).
     
  3. Update the Due Date to reflect the current schedule.
     
  4. Add any additional details in the Description and Progress Update fields to better describe the deliverable status.
     
  5. Click Save and Close to apply changes. 
     

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