How to edit existing Deliverables?
Many times the scope of the project is modified in several ways, causing changes to deadlines, workflows, addition, or even elimination of Deliverables. To perform these modifications in Sablono, the simplest method is entering the Deliverables page through the navigation sidebar.
This page shows the full list of Deliverables which can be easily filtered based on different sets of information. Below we will discuss how to:
- Change Name & Description
- Change the Structure
- Change the Start & End Dates
- Re-assign Process template
- Delete Deliverables
To begin, we head to the Deliverable page (the image can be seen below).
Now, the processes to edit the items mentioned above will vary slightly from each other. Here are some simple ways to edit the Deliverables of your project:
Name and Description
Edit the desired Deliverable by clicking on it, then click on the pen button on the top right of the page. That will allow you to re-type the new name and description to match your needs.
Select the desired deliverable by clicking on the small white box to the left of the deliverable, then click on the Edit Deliverable Date button on the top right of the page. Another method to change the start and end dates is the Gantt-Chart.
A window will open requesting details about the type of changes you would like to make (see images below).
If you, for example, select the Change both Start and Completion dates option, a window like the one below will appear giving you the option to make the changes you desire. After making your desired changes, click SAVE.
Move Deliverables to different Work Breakdown Structure levels
Select the desired Deliverable by clicking on the small white box to the left of the Deliverable, then click on the Move Deliverables button on the top right of the page (see images below).
A window will pop up with all the available structures, just click on the structure you want the Deliverable to be moved to.
Select the desired Deliverable by clicking on the small white box to the left of the deliverable, then select the Assign Template button on the top right of the page.
A window will pop up with the available Process templates previously created, click on the Process template you want the Deliverable to be assigned with and a confirmation message will be shown.
Select the desired Deliverable by clicking on the small white box to the left of it, then select the Delete deliverables button on the top right of the page. Click Yes to confirm the removal of the Deliverable.