Global lists: Deliverable status [in-depth guide]
Guide contents: System setup | Resources
Adding deliverable status to the mix allows manually moving a deliverable through a series of statuses independent of the tasks in the schedule. This also appears in all deliverable reports as well.
NOTE: To access this setup, you must first enable 'deliverable status' from Transaction preferences > Deliverables > Use status with deliverable.
See Deliverables board for more info.
Menu > Admin/manager > System setup > Global lists > Deliverable status
Status: Name each status as your workflow needs.
Color: Allows you to assign a color that becomes visible in the Deliverables board.
Mark as completed: Can assign to multiple statuses. This will check the Approved box in the deliverable setup, which completes the deliverable and makes it no longer active, even if users are still reviewing it.
Default: Can assign to only one status. This will default all new deliverables to this status.
Transaction preferences [in-depth guide]