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Add the Deliverable to the Phase

Rutuja Murumkar avatar
Written by Rutuja Murumkar
Updated over 2 weeks ago

A deliverable is an entity within a project phase that links to a view. You can create a new ArchiMate view or BPMN diagram for a deliverable, or link an existing one.

You can also add a URL to any deliverable within a project to link relevant internal or external resources. History events are triggered whenever a URL is added, removed, or unlinked, giving you full traceability of its usage.

Add Deliverable

The process to add the deliverable in the basic flow or empty flow is as follows,

  1. Open the project and click thepencil icon.pngicon in the top right corner to enable edit mode.

  2. Click + Add deliverable option under the phase.

  3. Click the ArchiMate view, BPMN diagram to add a view to the phase. You can also use Link to attach internal or external resources.
    One Untitled deliverable gets added to the phase.

  4. Click the pencil icon in the top-right corner of the deliverable to edit its details. You can update the title, and if it is an Archimate View, you can also select a template for the deliverable.

  5. To choose a template for your view, click Select Template in the EDIT DELIVERABLE pop-up and select your preferred template.

  6. Click Apply to save the changes.

Deliverable Properties

NOTE: Only project owners can add, remove, or reorder deliverables.

Project owners and contributors can set or change the deliverable properties, such as status, flag, deadline, and owner.

Deadline:

You can assign a deadline to a deliverable. The system highlights past deadlines in red.

When the deliverable status changes to Completed, the system no longer highlights the deadline in red.

Assign an Owner:

Project owners and contributors can assign or update the owner of a deliverable to indicate who is responsible for it.

When you remove a contributor from a project, the system automatically unassigns that contributor from all deliverables in the project.

Flag a Deliverable:

Flag a deliverable to indicate that it needs attention and to make it easily visible to other project contributors.

Set the Status of a Deliverable:

You can update the status of each deliverable individually to reflect its progress to project contributors clearly.

Changing a deliverable’s status does not affect the overall project status.

Reorder Deliverables

You can reorder and move deliverables in Edit mode. Drag and drop a deliverable to change its order within a phase, or drag it across phases. When you move a deliverable to a different phase, it automatically adopts the new phase’s color.

Remove Deliverable from the Phase

Click the pencil icon of the deliverable you want to remove and click the Remove deliverable option in the bottom corner. Once confirmed, the deliverable gets deleted from the phase.

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