Create a deliverable

Deliverables are a major part of projects, and as such, can only be created from within a project.

See Deliverables to learn more about this vital component of projects.

To create a deliverable, do the following:

  1. Click briefcase Projects. The Projects view displays.

  2. Scroll to the project to which you want to add the deliverable.

  3. Scroll to the bottom of the deliverable card and click plus thick Add Deliverable. The New Deliverable form opens.

  4. Complete the form. See Field descriptions for more information.

  5. Click Save and the new deliverable will be added to the bottom of the project card.

Field descriptions

new deliverable form
Field name Description Required?

Title

Enter a short phrase that describes the deliverable or click Copy Project Title to use the project’s name as the title of this deliverable.

Y

Description

Use this field for a short declaration about the objectives of the deliverable or any other relevant information that might be useful to your team members.

N

Opportunity details

Select the appropriate checkbox:

  • Associate with a pre-existing VOGSY opportunity. If you select this option, you must select an opportunity from the associated drop-down list. This is the default selection.

  • Create a new opportunity. See Create an opportunity for more information.

  • Skip adding an opportunity. Choose this option if you don’t want to associate this project with an opportunity. See Opportunities for new projects to learn why we think every project should have an opportunity.

Y

Opportunity stage

The current sales stage of the opportunity. The default stages are:

  • New (0%)

  • Qualification (10%)

  • Solution definition (25%)

  • Proposal (50%)

  • Decision due (75%)

  • Final negotiation (90%)

  • Win (100%)

  • Lost (0%)

You can replace these defaults with your own via the back office master table.

Y

Sales probability

Set the chance of winning the opportunity here.

Y

Revenue

Enter the amount of potential revenue for this deliverable.

Y

Recurring Revenue

Enter the amount of potential recurring revenue for this deliverable.

Y

Close date

The date when this opportunity is expected to become a win or loss.

Y

Start date/Finish date

Choose when work on the deliverable should begin and end.

Y

Invoicing method

Choosing from one of the following:

Y

Automatically approve time entries

Select this option to have VOGSY automatically approve time entries that are submitted against this deliverable.


This option is only available if you enable it on the Project settings page.

N

Cap on hours

Select this option if you want to limit the number of hours that can be allocated to this deliverable.

If you select this option, an additional required field will appear to allow you to set the cap amount.

Selecting this option means:

  • The sales amount, which is the calculation of all activities excluding costs, won’t exceed the cap amount.

  • You can’t allocate or plan more hours on resources than calculated.

  • Employees can’t submit more hours than allocated.

N

Add discount or surcharge

If you select this option, you must then select the type of transaction: Discount or Surcharge.

If you choose Discount, the following additional fields will display:

  • Discount %

  • Discount description

If you choose Surcharge, the following additional fields will display:

  • Surcharge %

  • Surcharge description

N

PO number differs from project

When the PO number of the deliverable differs from the PO number of the project, the deliverable will be invoiced separately.

Enter the deliverable’s PO number here.

N