Completing Work on File-Based Deliverables and Activities

A deliverable or activity may exist as a template or version that the assigned document owner can download and make modifications to prior to saving back to Accolade. A deliverable or activity can also exist as a document that you must create and then save to Accolade.

If your company has created a research website for a specific deliverable or activity, click the Process Assistance option to access the website.

For information about completing collaborative documents, see Assigning Yourself to Collaborative Documents for more information.

To complete work on a file-based document:

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.

Additionally, if the Allow Document Owners to Set Start Date, Allow Document Owners to Set Deadline, and the Allow Document Owners to Set Function system parameters are enabled, as the assigned document owner you can also set the dates and functions for the deliverable or activity, respectively.

3. Click the document name to display the details.

4. Do one of the following:

• To create the initial version of a document from a template - At the top of the Contents tree, expand the Versions section and click Template.
• To create a new version of a document based on the latest version - At the top of the Contents tree, expand the Versions section and click Latest Version to download the latest version to use as a base for the new version.
• To create a new version of a document based on another version - At the top of the Contents tree, click Versions. In the Versions table, click the name of the version to download. When you edit and save an existing version of a document back to Accolade, a new version is created.

If there is no template or version available, you can create the first version using a blank document that you save to Accolade. See step 8.

If the template is a document containing Accolade field codes, a reference table, or a resource plan, you may be prompted to refresh the data in the document with current project information. See Refreshing Accolade Data in Microsoft Documents for more information.

5. Open the file and save it to a location where you can find it easily, and save it as the appropriate document type.

By default, files are saved to the Downloads directory set for your web browser.

6. Update the document as necessary.
7. When you are ready, do one of the following to save a published or unpublished version of the document to the project:

• If you have the Accolade Office Extensions add-in, save a version of the file back to Accolade using the Save option on the Microsoft application's File menu.
• Save a document version from within Accolade.
• If you would like to save to OneDrive and/or Microsoft Teams channels, see this page: Editing and Saving Documents to Accolade.

8. (Optional) In the Status Notes field, enter any notes about the status of the deliverable or activity, for example, what is left to complete if the document is not complete or information about what you updated in the version you created.
9. If the deliverable or activity is ready for the next gate meeting, return to the document's details and set the Status to Completed prior to closing the details dialog box.

You can also update the deliverable or activity status on the Stages page.

Notes:    Process Managers and Idea Managers with Manage Process rights can create versions of deliverable or activity documents, but only if a document owner is not assigned.