How to I add a new deliverable?

A deliverable is a work item such as a milestone, project, or document that is associated with a gate. A deliverable can be required or optional. This article describes how to add a new deliverable.

1. Click Project

Click Project
  • On the Icon Bar click the Project button.

 Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click Add / Remove

  • On the descendants section of the Summary page, click Add / Remove.

3. Click Add New

  • Click Add New.

4. Click Continue

Click Continue
  1. Choose a deliverable type from the Type drop-down box.
  2. Specify whether the deliverable is required or not. A required deliverable must be completed before a gate can be approved.
  3. Select a gate under which the deliverable should be located from the Gate drop-down box (this will not be an option if you chose document as a type).
  4. Click Continue.

Note: Since the parent is known, the type of work listed in the Type drop-down box is constrained to just those work objects that can legally be children of the current work object.

5. Enter Deliverable Information

  1. In the Name field, type a name for your deliverable.
  2. Enter or select additional information as needed.
  3. Click Finish & Create!

5.1. Enter Optional Information (Optional)

  1. On Step 2, Click Continue.
  2. On Step 3, enter or select additional information as needed.
  3. Click Finish & Create!

6. View Deliverable

  • View newly created deliverable.


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