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Planview Customer Success Center

Strategic Planning Deliverables tab

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Deliverables

is checked if deliverables are to be available for forecasts. Uncheck the box if you only want to see the other selected data.

Deliverable Entry Format

indicates if deliverables are input for specific days or by month. This depends on how precisely you need to set these targets.

Lock Deliverable after x Days

will prevent completion of a deliverable after this number of days. Depending on the entry format, this will be the number of days after the specific deliverable date or after the end of the month for which it is set.

 

NOTE:
Some users may be allowed to edit locked months. This depends on their login profile.

 

Default Type

determines the type of deliverable that will be used when copying task milestones to a deliverable.