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Planview Customer Success Center

Deliverables Actions

 

Click: clipboard_ef058442ae052a2802636e7ec016a2aeb.png

  to zoom in and out on the Gantt chart.

  to print the Gantt view or output in PDF format, after selecting required columns and options.

  to open or save the deliverable data in Excel format.

•Options to change the format of what is displayed:

o  to show all or only published deliverables on the Gantt chart

o  to show deliverable dependencies, linked tasks and rescheduled dates if required

o  to sort on up to three selected fields.

•Status to display all deliverables or only those with a selected status.

•Type to see only a specific deliverable type or all types.

•Dates to set the date range to be included.

•Add to create a deliverable for the project

•Copy to copy deliverables from another project

•Copy Milestones/Tasks to copy task-based milestones and tasks into deliverables. Processing is over three steps:

o  select any listed unlinked milestones or click   to choose tasks to be copied: