Managing Deliverables from Stages

In the Stages tab, you can view deliverables and activities in two views, i.e. Table View, and Card View.

  • Table View presents deliverables and activities in a list like fashion. On upgrade or install, deliverables and activities in the Stages tab are shown in Table View by default.

  • Card View presents deliverables and activities in a task board format. This categorizes all deliverables and activities into columns with respect to their current statuses, namely “Not Started”, “In Progress” or “Completed”, allowing you to follow the progress of each deliverable and activity more efficiently, and easily move them between statuses. With this task board, team members get a visual representation of their work in a more collaborative view, and are able to identify bottlenecks quicker.

Note:  Accolade will remember which view you last used, and will default to that view when accessing other projects and stages as well.

To switch to Card View:

  1. Display a project, and select the Stages tab.
  2. Click on Card View located on the action bar.

    By default, all cards in Card View are collapsed unless selected. To expand all cards to view each deliverable and activity’s information, click on Expand All. To collapse, click on Collapse All.

    Note:  To show or hide information on cards or in the table, click on Edit Contents, and select or unselect fields as required.

The following actions can also be done inside the Stages tab:

  • To switch back to table view, click on Table View.

  • After editing which fields or columns to display, you can set those as your default fields or columns for the Card View or Table View respectively, by clicking on Set View As Default.

  • A deliverable owner or project manager can create an activity under a deliverable that they own. To do this, locate the required deliverable, click on More, and select Add Activity.

    Note:  You cannot add activities to deliverables if the deliverable is set to Completed. For more, see Adding Activities To Deliverables.

  • Any project team member can upload a new version of a document, or download the latest version of a document or its template, directly from the Stages tab. To do this, locate the required deliverable or activity, click on the Upload or Download button as needed.

  • Any project team member can mark a deliverable or an activity as “In Trouble” directly from the Stages tab. To do this, locate the required activity or deliverable, click on More, and select In Trouble.

  • Any project team member can mark a deliverable or an activity as “Follow Up” directly from the Stages tab. Marking a deliverable or activity as "Follow Up" does not change its status. This flag will only be visible to you, and not to the rest of the team. It works as a personal reminder to follow up on a deliverable or activity. To do this, locate the required activity or deliverable, click on More, and select Follow Up.

Adding Ad-Hoc Deliverables to Projects

Projects tend to follow a strictly defined process of phases, gates, deliverables, and activities. However not all projects follow this rigid structure. If required, project managers can make adjustments to their projects, by adding any necessary deliverables after the fact as well. These ad-hoc deliverables work exactly like prior-defined deliverables.

To add an ad-hoc deliverable to a project:

  1. Display a project, and select the Stages tab.

  2. Go to your required Stage.

  3. Click on, located next to the Stage name, inline with the action bar.

  4. Enter a name, or names if multiple deliverables are required, and click on Add. Your deliverables will be created and added to the Stage.

  5. Click on the name of the new deliverable to add further details. This opens the deliverable dialog.

  6. Click on Settings, on the left pane of the dialog.

    Note:  The Settings option is only available to project managers. Deliverable owners and other team members cannot view this page.

  7. Click on the field under Template, Quick Grid(s), or Workflow, to add and define the respective settings. Select the desired options for each, click Done, and click Apply.

    Note:  Once a template has been added, it cannot be changed. Additionally, multiple quick grids can be added if needed, and quick grids can be removed if they do not have any data in them.

Project Managers can delete ad-hoc deliverables if needed. To do this, locate the required deliverable, click on More, and select Delete Deliverable. If this deliverable had any activities under it, those will be deleted too.

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