These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used to raise progress claims or invoices for your clients.
Start typing the description of the deliverables you need to create your estimate in the Deliverable column. If you use the Tab key, the cursor will move down the column.
Select the green Save icon as you go to capture what you have done and to add more rows.
Once some deliverable descriptions are saved, more options become available. From right to left the icons and columns are:
Drag to reorder – grab this icon to drag and reorder any of the deliverables in the list.
The Check box when selected allows you to change the level of the deliverable. When you increase the level, the deliverable becomes a subset of the level above it. In the example below Level 3.1 and 3.2 rollup to Level 2, which rolls up to Level 1. (For more information on how levels work, refer to the UniPhi Project Controls Manual).
Deliverable – this is the description of your deliverable
Ref – this is reference number field and can be used to show WBS coding or to capture PO numbers per line item
Qty – Quantity forrate-based deliverables
Unit – the nit of measure for rate-based deliverables
Rate – the charge rate used for rate-based deliverables
Amount – the value of the deliverable or the subtotal of a level for the deliverables below it. This can be a lump sum (Qty, Unit and Rate are blank) or rate based (Qty, Unit and Rate are filled it).
Status – The deliverable status works in a similar way to the Contract status. Deliverables can be:
Pending – not awarded
Active – awarded
Expired – completed or expired
Cancelled – cancelled or not required
Provisional Sum – a special status for a deliverable that is awarded but subject to change. (For more information on Provisional Sums see the UniPhi Cost Management Manual).
Code – the revenue ode for accounting purposes.
Tax – the GST or other tax rate that applies when invoicing.
Assign Resources or Classifications allows you to drill in to assign resources and hours to a deliverable
Comments opens a collaborative comments thread for the deliverable, similar to the comments thread in UniPhi Issues.
Drill Down takes you to a drilled in view of this deliverable and the level below it. It is a useful way to filter out all the other deliverables in a long contract.