Adding New Deliverables for Design Projects

Purpose

As a Project Owner you can add new deliverables to document required design outputs at any stage of the project. This supports clear progress tracking and ensures each phase has complete, accurate, and current design information.

Prerequisites

Installation Package: CQ Core, CQ Design Extension, CQ Management Review Dashboard Extension

Product: ProductQuest

Function: Design Projects

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Design Owner PSG

Record Status: Draft, Open

Steps

1. Open the Project record.

2. Open the Deliverables tab.

3. Select New Deliverable from the Quick Action Menu to add deliverables for any stages listed.

4. Specify this information:

   • Milestone
     Specify the associated Milestone

   • Title
     Provide the name of the New Deliverable.

   • Description
     Provide what the New Deliverable is about.

   • Assignee
     Specify the person responsible for the completion of New Deliverable. Assignee must be a Team Member with Editor access.

   • Status
     If applicable, specify the Status.

   • Progress
     If applicable, specify the Progress percentage.

   • Due Date
     Specify the Due Date.

   • Start Date
     Specify the Start Date to start working on the New Deliverable.

   • End Date
     Specify the End Date, if it is known at this time. (This field may be updated later by the Project Owner when the New Deliverable is completed.)

5. If applicable, provide the Comments.

6. If applicable, specify the Controlled Document records associated with the New Milestone.

7. Click Save.

Expected Outcome

• New Deliverable is added to the Plan/Development/Verify& Validate/Design Transfer Stage.

• New Deliverable Edit and Delete options are available.

Additional Resources

ComplianceQuest

• Adding Design Project Milestones

• Updating Deliverable Progress for Design Projects

• Completing Deliverables for Design Projects