Exact Synergy Enterprise

 

Overview of project deliverables

Menu paths

• Modules ? Projects ? Reports ? Search ? Projects
• Modules ? Projects ? Reports ? Projects ? My projects
• Select Projects, and then type the name of the project at the search tool located at the top center of the page.

Introduction

Exact PSA provides the possibility to create and manage the project scope using the technique from PRINCE2 project management method, which is product breakdown structure (PBS).

In this technique, the project scope is broken down into individual products until the smallest are discovered, and the project manager can estimate the duration of activities and quantities of material needed to deliver those products.

In Exact PSA, products are called deliverables, and are accessible to the project manager via the Project monitor section of the project card if the Use deliverables & WBS check box is selected on the related project card. For more information, see Viewing project cards.

Roles and rights

• To manage deliverables and work breakdown structure (WBS), function right 903 — Manage deliverable/WBS is required. By default, users with the Project planner or Project administration role have this function right.
• To save snapshots of deliverables and WBS, function right 1016 — Create and View WBS version is required. By default, users with the Project administration role have this function right.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 256 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.

Keep in mind: If you are accessing the Project deliverables page of a project for the first time, a pop-up page will be displayed for you to create a main deliverable or copy deliverables from another project.

How do I create a main deliverable?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink. The Create main deliverable or copy deliverables from another project pop-up will be displayed.
5. Select the Create main deliverable option.
6. At Code, type a code for the main deliverable.
7. At Description, type a short description for the main deliverable.
8. At Item, type or select an item to be linked to the main deliverable.
9. Click OK.

Keep in mind: This procedure is required only if you are accessing the Project deliverables page of the related project for the first time or if you have deleted all existing deliverables, including the main deliverable.

How do I copy deliverables from another project?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink. The Create main deliverable or copy deliverables from another project pop-up will be displayed.
5. Select the Copy deliverables from another project option.
6. At Project, type or select a project to copy the deliverables from.
7. At Also copy WBS lines, select the check box to copy the deliverables together with the WBS lines.
8. Click OK.

Keep in mind:

• This procedure is required only if you are accessing the Project deliverables page of the related project for the first time or if you have deleted all existing deliverables, including the main deliverable.
• When you copy the deliverables of a project to another project, that same deliverable (including the sub-deliverables, if any) will be copied over.
• The copied deliverables will have extensions on the codes. When the original deliverable is updated or deleted, it will not affect the deliverables that have been copied to the other projects.

How do I view parent deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, click View parent.

Keep in mind: You can only view the parent deliverable if the related project is a child project.

How do I create deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, under the Deliverables section, click New.
6. On the Deliverable: New page, define the relevant fields.
7. Click Save to save the settings or click Save + New to create another deliverable. For more information, see Creating and modifying project deliverables.

Keep in mind: All fields with the “!” icon are mandatory.

How do I create WBS lines for deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, in the Actions column, click the corresponding  View WBS lines icon of the required deliverable.
6. On the WBS lines page, click New.
7. On the New WBS line page, define the relevant fields.
8. Click Save to save the settings or Save + New to create another WBS line. For more information, see Overview of work breakdown structure (WBS) lines.

Keep in mind: All fields with the “!” icon are mandatory.

How do I modify deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, under the Deliverables section, click the hyperlinked name of the required deliverable in the Deliverable column. Alternatively, in the Actions column, you can click the corresponding  Edit icon of the required deliverable.
6. On the Deliverable page, modify the relevant fields.
7. Click Save. For more information, see Creating and modifying project deliverables.

How do I delete deliverables?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, in the Actions column, click the corresponding  Delete icon of the required deliverable.

How do I save snapshots of existing deliverables and WBS lines?

1. On the Projects: Search page, define the search criteria.
2. Click Show.
3. Select the required project by clicking the hyperlink in the Project column.
4. On the selected project card, under the Project monitor section in the Start up column, click the Deliverables & WBS lines hyperlink.
5. On the Project deliverables page, click New: Version. The WBS Version - New page will be displayed.
6. Type the description of the snapshot. By default, the description will be filled with "<Project> - <Status of project> - <Date of snapshot>".
7. Click OK.

Keep in mind: The number at Version number increases automatically by 1 with every creation of a snapshot (for example 1.0, 2.0, and 3.0). The version number cannot be modified.

Buttons

Fields

Columns

Related documents

• Creating and maintaining project deliverables
• Overview of work breakdown structure (WBS) lines

     

Main Category:	Support Product Know How	Document Type:	Online help main
Category:	On-line help files	Security  level:	All - 0
Sub category:	Details	Document ID:	23.705.785
Assortment:	Exact Synergy Enterprise	Date:	23-05-2018
Release:	250	Attachment:
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