Creating contract deliverables

Select .

Select a contract to create a deliverable.

On the Deliverables, tab click Create Menu > Create.

Specify this information:

Name: Specify a name for the deliverable.
Description: Provide a description for the deliverable.
Due Date: Select the date that the deliverable is due to be completed.
Delivered Date: The Delivered Date is set when the Close action is run. You are prompted for the delivered date and a manual method of closing the deliverable is provided. There is also a Reopen action for deliverables that have been closed.
Quantity: Specify a number to further define the deliverable by a quantitative value.
Rate: Specify a number to further define the deliverable by a quantitative value.
Amount: Specify a number to further define the deliverable by a quantitative value.
First Alert (Yellow) Is: Specify the number of days before the Delivered Date that a yellow alert email is sent to the deliverable contacts. This assumes that the send deliverable email program has been scheduled to run and is active.
Second Alert (Red) Is: Specify the number of days before the Delivered Date that a red alert email is sent to the deliverable contacts. This assumes that the deliverable email program has been scheduled to run and is active.

Click Save.

The Comments, Contacts, and Emails tabs are now available.

On the Comments tab, click Create and specify this information:

Comment Title: Specify a title for the comment.
A title is required if you do not attach a file for the comment.
Description: Provide a description.
Attachment: Click the attachment icon and browse to an attachment. Specify a Title and a Mime Type for the attachment.
An attachment is required if you do not specify a title for the comment.
Include Attachment On Deliverable Notification Emails: Select this check box to send this comment's attachments on email notifications for this deliverable.

Click OK.

On the Contacts tab, click Create and specify the contact information.

Click Save.