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Tracking deliverables

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Level 1
Folks - New to WF. Looking for advice on how best to track deliverables for a project. For example, say I'm managing an clothing project, and the deliverables to be produced and distributed are tshirts and pants. My tasks would be forecast, produce, and distribute. My deliverables are pants and shirts. Where in the WF project framework would pants and shirts belong? thanks--jf Joe Fiamingo Verizon Wireless
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Level 10
Hi Joe, You might want to think of Forecast, Produce and Distribute as your milestones. Within Produce, you might have sub-tasks that each represent a deliverable. I'd recommend a "deliverable" template that you can repeatedly attach into your larger project. I would also recommend that you attach a custom form to the deliverable task and "tag" it as being a deliverable. This way, you can name the task whatever you want, but get the reporting you'll want. · Forecast · Produce o Pants o Shirts · Distribute Give it a try and let us know how it goes. Narayan

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Level 3
Hi Joe, For our organization, I have set the general rule that Levels 1 and 2 of the Work Breakdown structure are for reporting. 3+ are for tasks. For our top level of the WBS, you could consider using phases or milestone goals that you could then attach milestone activities to. Level 2 would be the deliverables or required outputs for a given phase or milestone, and then level 3 would be the task/activity level. To Narayan's point, one of the powers of Workfront is to create a consistent template or framework for project execution. So, it could be something like: Clothing item Forecast Produce Distribute I would assume however there are some design activities and other things that may precede this goal, so then I could see as part of a larger project Design Clothing Designs Activity to create designs Approval Make Clothing Clothing item Forecast Produce Distribute Now, if the goal of the project only contains those elements you listed, then perhaps the milestone flip that Narayan suggests is best, to more of an activity-based WBS. Hope this helps. Dale Whitchurch Arthrex Inc

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Level 3
I am also struggling to capture and report on deliverables that are within a project. Dale, yours is the first I have heard of using Levels for reporting, and I like the sound of that. Would you mind sharing a template or screen image of a project that follows this structure? Debbie Scalf BCBST - Corporate Communications

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Level 1
We have created a Task Custom Form with fields where we want to tag particular tasks. for example, we have one called Key Deliverable/Milestone and this appears in our project template as a column to the right of tasks. when we tag as Yes, you can then create a filter or view based off this and also it feeds into reports. For example, we can now pull out all Key Milestones/Desirables across all projects and report on them, showing if they are on time, complete, behind, late. It's also been useful using this to create an ad hoc tag in large multi-task projects to enable the project manager to filter out tasks by workstream. Best Justina Justina Rhodes Gallagher UK

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Level 3
Hello, Sorry I am late on this. LEAP happened. So, here is a full test project: If I want to quickly see the phases (also useful with a milestone view), I would filter for Indent = 0. Now of course, this would be more useful with dates, but in general, this is the approach. Then, adding in the deliverables (Level 1), my filter would be indent <= 1, which would yield: With Gantt's visible, it makes a pretty picture, with no additional fields or calculations required. Just a well structured project plan. Hope this helps. Dale Whitchurch Arthrex Inc

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Level 10
We do the same as Justina - you can also then use these on a Calendar Report to visually see where your milestones hit. Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB