Project Manager > Deliverables board [guide]
Navigation | System setup | Example | Workflow | Card view | Grid view | Calendar view | Deliverable | Resources
The deliverable board allows inline editing and management of deliverables.
This board is designed for users who have a high volume of deliverables for a single project.
NOTES:
- This feature is currently in LABS. To enable it, go to System Setup > Workamajig Labs.
- Once enabled this will change how ALL Deliverables look (Tabs). And many of the links you used to click on will now open the board.
Navigation
System setup
Transaction preferences
First, you will need to enable Use Status with Deliverables from Transaction Preferences > Deliverables.
Global lists
Once enabled, the deliverable status will be available to update from System Setup > Global Lists.
Example
Example status setup
Example result
Notice the card view columns are that of the deliverable status that has been set up.
Workflow
Once you select a project, you can then group it by task or status. In either a card, list, or calendar view.
Now there are many ways deliverables can get started. Either using any of the + signs on the deliverables board. Or based on your project template and live project workflows.
In any case, you can manage all of your deliverables right here. And even can jump to the project and/or deliverable details.
Card view
The card view is for those who like a drag-and-drop style of a board, where you can update the task or status of the deliverable by simply moving the deliverables around.
By task
When viewing by task, what you are really doing is using the names of your tasks as the workflow or status of the deliverables.
NOTE: You can only view by task when the focus of the board is on a single project.
By status
If you set up deliverable statuses, then you can see a Status tab appear when you are focused on a single project. But if you are focused on a campaign or client, then you will only see the statuses. This is a great alternative to by-task, where you want to continue to use your schedules as you are now for your creative and project needs. But have a way to move your deliverables through a status board. Plus they are visible when you are focused on campaign and client filters.
NOTE: The available statuses will be the same system-wide.
Grid view
This is the most configurable view available to monitor and manage your deliverables. You can group and sort in multiple ways. Plus many of the fields can be edited right in the grid by clicking on it. Also, any custom fields you have can appear here as well.
Edit columns
From More > System Settings you can click Edit Columns to change the visible columns of the board by default.
Column sets
In addition to all of the ways this specific view can be configured, you also have the option of adding additional column sets. This goes beyond your default columns and allows you to have multiple views of your columns.
To enable, go to More > Edit Column Sets.
Now click the + sign to make a new column set, at which point the drop-down for column sets will now appear above the grid of the board.
Here you can see the column sets drop-down.
NOTE: The default layout is always there as it is the columns from More > System Settings > Edit Columns.
And after selecting the alternative column set.
Calendar view
The calendar view focuses on the due date of the deliverable itself, not each step or round. But you can add custom fields to your deliverables that are set up as date type fields. And then those can be shown here as well.
You can drag and drop the data you see here, and this will update the dates of the deliverables and custom fields.
Deliverable
Details
This page shows you the overall feed of what has occurred and summary info, such as which task this is currently assigned to.
Conversations
You can start a new conversation about this deliverable from the + sign. Or reply to the ones already here.
To-dos
You can add to-dos from the + sign. Additionally, if you have Use To-Dos with Deliverables checked in Transactions Preferences > Deliverables, then you can turn review comments into a Fix-It / To-Do item that will list here.
Time
NOTE: In order to enter time from here, the deliverable must be assigned to a task with track budgets. Then your default service will populate.
You can use the Time Detail Data custom report dataset to report on the time entered by deliverable name.
Review rounds
Here you can create and view the rounds.