Completing Deliverable Quick Grids

A deliverable or activity may contain one or more grids that you need to populate before the deliverable or activity can be completed. Quick grids also allow other project members to view the specific metrics and data associated with each deliverable or activity.

To complete work on a quick grid within a deliverable or activity:

1. Display the project and select the Stages page to display all deliverables and activities in the stage.

The number of completed required deliverables and activities displays along the top if the grid. This count does not include deliverables and activities that are set as Not Required.

You can also access all deliverables assigned to you across multiple projects using the All My Work page available on the Workspace menu.

2. Identify the deliverable or activity you want to work on and ensure that the current status is set appropriately in the Status column.

3. Click the document name to display the quick grid.
4. Complete the form by entering text and selecting options. Each deliverable can have a unique grid assigned to it.

You can navigate between fields using keyboard commands. Press Tab to move between cells and Enter to open text fields for editing.

5. Click Apply to save your changes.

The fields within a quick grid can be tied to metadata, such as product description, or metrics within a project. As you update values and click Apply, those values in the project are also updated.

Notes:    Every time a user updates and saves a quick grid associated with a deliverable or activity, a PDF version of the quick grid is automatically created and saved if a Process Designer selected for the quick grid to create PDF versions when configuring the quick grid. The quick grid automatically creates new, separate PDF versions every time a user modifies and saves the quick grid. PDF versions of quick grids associated to deliverables or activities automatically save as a deliverable or activity version. When a quick grid is embedded in a page layout pod and displays as a project page, the PDF version saves in the project's Related Docs page with the quick grid name as it is configured in Accolade.