You can specify deliverables for projects to indicate when a particular stage or target is achieved. These may be of different types, with varying characteristics, and may be selected for reporting and filtering project data

You can define the types by selecting Deliverable Type from the Business Entities section of Administration. A search screen (as described at Searching and Filters  appears to display a list of existing types:


 


For each listed type, click   then:


Open

to access the record.

Clone

to create a deliverable type from a selected one that is similar. You must enter a code for the cost center and change other information as required.

Code Converter

to change the code of the deliverable type if it is incorrect. All affected records will be updated.

Delete

to delete the deliverable type, providing it is not used for a project.


You can also click Add to create a record.

Input is over two tabbed forms.