Deliverables
Overview
Project deliverables are the tangible or intangible outputs, results, or outcomes that a project is expected to produce. These are the specific items or work products that the project team and stakeholders agree to deliver by the end of the project. Deliverables play a crucial role in defining and measuring the success of a project.
Usage in Altus
Deliverables can be tracked in the following places in Altus:
Views
There are two types of views for Deliverables in Altus:
- User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
- Object Views: These filter items based on which portfolio, program, or project they belong to automatically.
User Views
| View | Columns | Filters |
|---|---|---|
| My Active Deliverables | ID; Name; Assigned To; Due Date; Category; Status Reason; Project; Program; Portfolio | Assigned to = Current User AND Status Reason = Active |
| All Active Deliverables | ID; Name; Assigned To; Due Date; Category; Status Reason; Project; Program; Portfolio | Status Reason = Active |
| All Completed Deliverables | ID; Name; Assigned To; Due Date; Category; Status Reason; Project; Program; Portfolio | Status Reason = Completed |
| All Deliverables | ID; Name; Assigned To; Due Date; Category; Status Reason; Project; Program; Portfolio | None |
Object Views
These show items filtered within the context of the object. For example, the project deliverables view below only shows Deliverables that are linked to that project.
Project
Item Form
There are two types of items forms in Altus:
- Quick Create: This is a simple version used to create the item.
- Edit: Provides a full browser width version containing all fields and features.
Quick Create form
Edit Form
Columns
The following columns exists in Altus.
Columns prefixed with sensei_ are those that form part of the Altus solution.
The remaining are default dataverse fields created automatically.
| Property | Value |
|---|---|
| Display Name | Deliverable |
| Name | sensei_deliverable |
| Primary Column | Name |
| Description |
| Display Name | Name | Data type | Field Length | Customizable | Required | Searchable |
|---|---|---|---|---|---|---|
| Assigned To | sensei_assignedto |
Lookup | True | False | False | |
| Category | sensei_category |
picklist | True | False | False | |
| Created By | CreatedBy |
Lookup | True | False | False | |
| Created By (Delegate) | CreatedOnBehalfBy |
Lookup | True | False | False | |
| Created On | CreatedOn |
Date and Time | Date and Time | True | False | False |
| Deliverable | sensei_deliverableId |
Primary Key | True | False | False | |
| Description | sensei_description |
Multiple lines of text | 4096 | True | False | False |
| Due Date | sensei_duedate |
Date and Time | Date Only | True | False | True |
| Finish Date | sensei_finishdate |
Date and Time | Date Only | True | False | True |
| ID | sensei_id |
Single line of text | 100 | True | False | False |
| Import Sequence Number | ImportSequenceNumber |
Whole number | True | False | False | |
| Include in Program Report | sensei_includeinprogramreport |
Yes/No | True | False | False | |
| Include in PSR | sensei_includeinpsr |
Yes/No | True | False | False | |
| Modified By | ModifiedBy |
Lookup | True | False | False | |
| Modified By (Delegate) | ModifiedOnBehalfBy |
Lookup | True | False | False | |
| Modified On | ModifiedOn |
Date and Time | Date and Time | True | False | False |
| Name (Primary name column) | sensei_name |
Single line of text | 500 | True | True | True |
| Outcome | sensei_outcome |
Multiple lines of text | 4096 | True | False | False |
| Owner | OwnerId |
Owner | True | False | False | |
| Owning Business Unit | OwningBusinessUnit |
Lookup | True | False | False | |
| Owning Team | OwningTeam |
Lookup | True | False | False | |
| Owning User | OwningUser |
Lookup | True | False | False | |
| Portfolio | sensei_portfolio |
Lookup | True | False | False | |
| Program | sensei_program |
Lookup | True | False | False | |
| Progress Update | sensei_progressupdate |
Multiple lines of text | 4096 | True | False | False |
| Project | sensei_project |
Lookup | True | False | False | |
| Record Created On | OverriddenCreatedOn |
Date and Time | Date Only | True | False | False |
| Status | sensei_status |
picklist | True | False | False | |
| Status | statecode |
Choice | True | False | False | |
| Status Reason | statuscode |
Choice | True | False | False | |
| Target Date | sensei_targetdate |
Date and Time | Date Only | True | False | True |
| Time Zone Rule Version Number | TimeZoneRuleVersionNumber |
Whole number | -1 to 2147483647 | True | False | False |
| UTC Conversion Time Zone Code | UTCConversionTimeZoneCode |
Whole number | -1 to 2147483647 | True | False | False |
Deliverable Category (sensei_deliverablecategory)
| Value | Label | Description |
|---|---|---|
955000000 |
New Capability | |
955000001 |
Cost Savings | |
955000002 |
Revenue Increase | |
955000003 |
Effort Savings | |
955000004 |
Process Optimization | |
955000005 |
Other |
Deliverable Status (sensei_deliverablestatus)
| Value | Label | Description |
|---|---|---|
955000000 |
Not Started | |
955000001 |
In Progress | |
955000002 |
Completed |
Security Roles
| Security Role | Create | Read | Write | Delete | Append | Append To | Assign | Share |
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| Altus - PMO User |  |
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| Altus - Portfolio Manager |  |
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| Altus - Portfolio Manager - Team | |
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| Altus - Program Manager | |
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| Altus - Program Manager - Team | |
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| Altus - Strategy Executive |  |
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| Altus Admin User | |
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| Altus Portfolio User | |
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| Altus Project Executive | |
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| Altus Project User | |
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| Altus Strategy User | |
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Legend
Organisation / Global
Business Unit / Local
User / Basic
None
For details see Application Security.
Dataverse Tables
| Register Deliverable | Register Deliverable with fields |
|---|
