Capitalizing Key Deliverables
At the end of a project, you have the possibility to tag the key deliverables. This makes them available in the library. This way the best deliverables can be reused and the company can avoid buying several times the same project. In order to do that, you need to go to Projects:
Go to the project you are managing, Market Study on this example:
Go to "Project Management":
Go to the "Project Milestones" tab:
Make sure you have the deliverable you want to add to the library associated with the respective milestone:
With the document associated to the milestone, you can add this as a key document on the "Performance" tab. Click "Performance":
Go to the "Key Documents":
Click "Add Document". Select the milestone, the deliverable and the document and click "Submit" :
The document is added to the list:
Now go to the library and you will see that the document is there:
Here you can find all key deliverables:
You can use the link to download the document:
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