Managing Multiple Types of Deliverables (v8.xx)
As mentioned several times above, Geniusproject allows users to convert a deliverable into any type of generic document, cost document or billing milestone. As a result, project deliverables can all be modeled differently. For example, if in one phase there is a "market study" deliverable, and in another phase there is a "pre-engineering study" deliverable, they will not have the same format, and certainly not the same revision and approval cycle. In the context of Stage Gate, Geniusproject deliverables "Gate" (Gate review), will have a specific format (score card), and a specific workflow.
Within the Gantt (Genius Planner), deliverables can only be created as the standard deliverable type. However, it is possible to define other types for deliverables that are created manually outside of the Gantt. (See "Creating a deliverable")
It is also possible to transform any deliverable in its standard deliverable format into any other
supported type. This operation is called "Converting a deliverable"
To convert a deliverable:
Open the deliverable in edit mode.
Click "Actions" on the menu action bar and select "Convert into".
A dialog box will open.
Select the desired target document type.
If the desired type is not a cost document, you can also specify which document template to use.
If the document type is "Cost", you will be able to choose a cost type but not a template. If the document type is not a cost, you will be able to select a template and will not need or be able to select a cost type.
Click "OK" to validate.
The deliverable will automatically be converted into the selected document type. However the section on delivery dates and validations for the standard deliverable are automatically maintained.
Deleting a deliverable
There are three possible ways to delete a deliverable:
From the Genius Planner if it exists in the Gantt.
Directly from the deliverable. Click "Delete" on the menu action bar.
From a view. Select the deliverable(s) to be deleted from the view and lick "Delete" on the menu action bar for the view.
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