Deliverable Assignments

Once a Deliverable Assignment has been defined by a project administrator it will appear on the Team Home Page under Administration.

These assignments may consist of completing a Form as defined in the Forms area of the Administrators tab, or through the completion of a document template that is subsequently mailed to the project administrator.

Completing and Submitting an Assignment

1. From the Team Home page Administration section click on Deliverable Assignments.
   
   

2. The Assignment List page is displayed.

3. Click View to view the assignment.
   
   

4. The Assignment Summary page is displayed. Click Open to view the associated Form.
   
   

5. The Assignment Data Entry page is displayed.

6. Complete the form, if it is not possible to complete the form on the first visit then click the Save for Later button. Otherwise click the Save as Final button.
   
   

7. A green check mark appears next to the Form name.
   
   

8. If a document has been attached to the Assignment then it should be, downloaded, completed and saved. Click on the document name to download it.
   
   

9. Click the Open button on the File Download dialog.

10. The document is opened as a Read Only document, complete the document and save it to a secure location.
    
    

11. From the Assignment Summary page click on the add document button in the Related Documents section.
    
    

12. On the Add/Edit Resource page complete a Name and Description for the document.
    
    

13. Click the Browse... button and navigate to the document to be uploaded.

14. Select the correct file and click the Open button.

15. Click the 4SAVE button.

16. The document is added to the report.
    
    

17. If all the elements of the assignment have been completed click the Submit Report button.
    
    

18. The assignment is marked as complete.