Deliverables Page

A task can have deliverables such as bookmark URLs, controlled bookmarks, and bookmark folders. A deliverable can be an external document, any item already added to a project bookmark, or any item in the database, such as an ECR, Change Action, or part. Your system might be set up so that when the deliverable is promoted to Completed, the task is also promoted to Completed.

The steps for listing, adding, editing, and removing deliverables are the same as those for bookmark content and attachments to other items, such as risks.

You can add a deliverable to a task when the task is in the Draft, To Do, or In Work state. A Change Action (CA) can be added as a deliverable to a task as long as the CA is not canceled. The preferred states for a CA deliverable are "Prepare," "In Work," or "In Approval." Bookmark access is considered when adding a deliverable, which is contained in a bookmark, to a task: the containing bookmark must have the right access to enable adding the deliverable. For example, if the access on the bookmark is "Read Write," the content cannot be added as a task deliverable since "Read Write" does not give connect access. The access on the bookmark needs to be "Add" or "Add Remove" to be able to add the content as a task deliverable.

The Owner or Assignee of a task can add an EC (Engineering Change) as a task deliverable only if they are the Owner or an Assignee of the EC. For a change task, you can add a Defect as a deliverable.

An additional tab shows bookmark URLs for deliverables.

To access this page:

In the navigation pane for a task, click Deliverables.

This topic describes:

This page discusses:

Deliverables Tab

The Deliverables tab lists the end products created by the task.

Columns

Name Description
Name The name of the deliverable. To see content details, click the Name.
Indicates whether the deliverable is locked or not.

Indicates whether the deliverable has a route.

Title The title of the deliverable.
The icon indicates that a higher revision of a document exists. Click the icon to replace the current revision with the highest.
Rev The connected revision of the document. If a task deliverable is revised, the latest revision is not automatically connected to the task as a deliverable.
Ver The current version of the deliverable.
Type The deliverable type, for example, document, controlled bookmark, or bookmark folder. This can be any content object defined for the task in the project bookmark.
Actions Select one of the following actions on a deliverable:

Lets you view and select subscriptions for a deliverable. See Collaboration and Approvals User's Guide: Subscriptions.

Downloads one or more files to your local machine. Browse to the directory or bookmark you want to contain the file. Multiple files are downloaded in a single zip file.

Downloads one or more files to your local machine and lock the files from other users who cannot unlock it. Navigate to the bookmark or directory you want to contain the file.

Updates file information for the deliverable.

Description The description of the deliverable.
State The current lifecycle state of the deliverable object.

Actions/Toolbar Commands

Action Description For More Information
Create New > Document Creates a new deliverable. --
Upload Files Uploads Files Collaboration and Approvals User's Guide: Uploading Files
Add Existing Adds an existing document to the page.
Note: You can also add failure types as deliverables, such as FallibleReference, FaultTreeElement, FailureModesEffectsAnalysis, HazardousEvent, SafetyAssessment, SafetyCase, and FailureMode
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EDMS Document > Create New Creates an EDMS document as a deliverable. The Create Document page appears, where you can enter the details required.
Note: The EMDS Document menu is visible only if the EDMS property key is enabled. An EDMS document gets connected to the task deliverable using the existing EDMS document proxy object or a newly created one. The proxy object does not have any revisions or version. You must have the Project Lead role and the DPM license for this capability.
EDMS Documents
EDMS Document > Add Existing Adds an existing EDMS document as a deliverable. EDMS Documents
Remove A removed document only is disconnected from the parent and remains in the database whether it is referenced by any other object or not. A document in any state does not get deleted from the database. --
Download Downloads the files in the selected document object to your machine. --
Add to Bookmark For a bookmark content list only, adds selected content to a different bookmark. --
Open Drop Zone Opens the drop zone panel for dropping a document.

Bookmarks URL Tab

The Bookmarks URL tab lists URLs associated with the deliverables.

Columns

Name Description
Name The name of the bookmark URL.
Description The bookmark URL description.
Link (URL) The link for the bookmark URL.

Actions/Toolbar Commands

Action Description For More Information
Create Bookmark URL Creates a new bookmark URL. Creating a Favorite
Delete Bookmark URL Deletes the selected bookmark URLs. --
Enable Edit Allows inline edits of bookmark URL entries. --