Define Deliverables
- Joseph Nyachae
Deliverables defined in the system provide a way to track technical or financial requirements for a sponsored award, such as deadlines, special reports, progress reports, and other requirements. You provide the deliverables themselves to the sponsor outside the system.
You always manage deliverables from the award throughout its life-cycle, regardless of modifications that may be created for it.
You can define deliverables with the Manage Deliverables activity on the award workspace, or from the Deliverables page in the award or subaward SmartForm. This procedure shows the second method.
If notifications have been configured, as a deliverable's due date approaches, the system sends e-mail notifications to the assigned Responsible Party and any other designated recipients.
To define deliverables
Open an award from the Dashboard, or the Grants Awards page.
On the award workspace, click Edit Award.
On the Deliverables page, click Add.
The Add Deliverable form appears.
Enter a descriptive name for the deliverable.
Don’t use period-specific descriptions for the name, such as "Progress Report for Period 1." If you select multiple occurrences of the deliverable, the system automatically suffixes the name with a numeral indicating its place in the series.
Set the number of occurrences.
For example, if there are five budget periods and the sponsor requires this deliverable at the end of every period, select 5.
Select the frequency with which the deliverable must be produced.
Note: If you select Final or On Demand, the system creates only one occurrence, even if you specified more than one occurrence above.
Type or select the date the deliverable is due.
If there will be multiple occurrences of the deliverable, specify the date the first occurrence is due. The system calculates the due dates for the other occurrences based on this date and the frequency.
Reassign the Responsible Party if needed.
Complete any optional fields as needed, then click OK.
Click a deliverable name to re-open it for further editing, if necessary, or click the Delete button to remove it.
When satisfied with the deliverables defined for the award, click Save or Continue.
Note: The deliverables listed on the Deliverables page of the award SmartForm also appear on the Deliverables tab in the award workspace for the Responsible Party and other personnel you designated to receive notifications.
The award owner and other personnel with edit rights on the award can modify deliverables using the Manage Deliverables activity in the award workspace.
When a deliverable has been produced, the next step is to mark it as Complete.
Note: The system can be configured to send e-mail notifications at desired intervals before the deliverable due dates, until the deliverables are marked Complete.