Costpoint Online Help

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Using the Help Search
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Deliverables Subtask

Use this subtask to enter project deliverables and to track dates for each deliverable.  

Use this subtask to initially enter all known deliverables for a project. Thereafter, use it to update the due date, date delivered, date accepted, and notes. You can add information to this subtask at any time.

This subtask is also available as a standalone application: Manage Deliverables.

Deliverable

Use this group box to enter the deliverable number, amount, and description.

Field Description
Number

This field defaults to the last deliverable number for the project plus one. If no deliverable numbers are found, it defaults to "000." You can enter any deliverable number.

Amount

Enter the amount of the deliverable.

Description

Enter a description of the deliverable number.

Customer

Use this group box to enter the customer code, purchase order number, and work order number.

Field Description
Code

Enter, or click to select, the customer code for this deliverable. You can enter up to 15 alphanumeric characters.

PO Number

Enter the purchase order number of the customer.

WO Number

Enter the work order number of the customer.

Due Date

Use this group box to enter the original and revised dues dates.

Field Description
Original

Enter, or click to select, the original due date of the deliverable that was agreed upon in the contract.

Revised

Enter, or click to select, the revised due date of the deliverable. This is the date on which the deliverable is currently due and can represent more than one revision. If tracking separate revisions is required, you could assign and track a separate deliverable number for each revised due date.

Date

Use the fields in this group box to enter the dates that the deliverable was delivered, accepted, and invoiced.

Field Description
Delivered

Enter, or click to select, the date on which the deliverable was delivered to the customer.

Invoiced

Enter, or click to select, the date on which the deliverable was invoiced to the customer.

Accepted

Enter, or click to select, the date on which the deliverable was accepted by the customer.

Notes

Enter notes regarding the deliverable. All notes are stored and are available for reporting purposes.