To create a contract deliverable

  1. Access Contract Management > In Progress tab.
  2. Select a contract for which you want to create a deliverable.
  3. Click the Deliverables tab.
  4. From the Actions menu, select Create.
  5. On the Create Contract Deliverable form, use the following guidelines to enter field values:
    Name

    Required. Type a name for the deliverable that you are creating. This can be up to 50 characters.

    Description

    Type a description for the deliverable. This can be up to 500 characters.

    Due/Delivered Date

    Select the date that the deliverable is to be completed by, and the date it is completed. The Delivered Date is set by using the Close action. That action will ask for the delivered date and provides a manual method of closing the deliverable. There is also a Reopen action for deliverables that have been closed.

    Quantity/Rate/Amount

    Type a number to further define the deliverable by a quantitative value.

    First Alert (Yellow) Days

    This is the number of days prior to the deliverable due date that a yellow alert email will be sent to the deliverable contacts, given that the send deliverable email program has been scheduled to run and is active.

    Second Alert (Red) Days

    This is the number of days prior to the deliverable due date that a red alert email will be sent to the deliverable contacts, given that the deliverable email program has been scheduled to run and is active.

  6. Click Save.