The job of this console
Drive that output to done, comment and attach, open work items for the hours. Do not create a sibling task to store comments.
Project · Delivery Unit
Deliverable Details
Single deliverable page for execution management and collaboration around one output.
Detailed deliverable workspace with checklist, comments, schedule context, and linked work items.
One delivery unit
Execution and collaboration around a single task
Deliverable details is one task: execution, collaboration, and the door into its work items. Same Task the list showed.
Projects → deliverable details
Route
/project/deliverable/:taskId
Assignee · Project Manager
Seat at the table
People assigned and the PM. Clients may see feedback elsewhere.
The working rhythm
Open the task, update status, break into work items, log effort on activities, return.
Moments that bring you here
Blocked work. A review. Before timesheet Friday. When board and list disagree — this file wins.
ⓘ
Still Task
This is not a different entity from the deliverables list row.
Overview
Opened from Deliverables list, this view centralizes status, ownership, checklist progress, and related activity.
Screen layout
Header: Deliverable title, status, owner, due dates.
Sections: Metadata, checklist, comments/notes, linked work items, timeline snippets.
Header & filters
Controls are action-oriented (edit, status transition, assign) instead of list-level SHOW/SORT filters.
Summary & charts
Progress indicators summarize checklist completion and effort roll-up from linked work items.
Main content & actions
Use this page to coordinate execution details and quickly open or create linked work items.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Deliverable headerTitle, dates, estimate, assignee, status.
- ✓Work items tabLinked activities and tasks.
- ✓Est vs actualPlanned vs logged hours comparison.
- ✓DocumentsAttachments on the deliverable.
Before you start
⚠️
Variance threshold
Actual > 120% of estimate — escalate to PM before continuing work.
💡
Status meetings
Open est vs actual panel on screen share before discussing slip.
Who uses this screen
Assignees and PMs working a single milestone — work items, hour variance, documents, and status on one deliverable record.
ℹ️
Milestone workspace
Opened from Deliverables register — drill into work items and est vs actual before status meetings.
Key concepts
Deliverable header
Title, dates, estimate hours, assignee, status, parent project link.
Work items tab
Linked activities and tasks executing this milestone.
Est vs actual
Planned hours vs logged timesheet hours comparison panel.
Documents
Attachments specific to deliverable — SOW excerpts, sign-offs.
Status updates
Progress milestone through delivery states.
Permissions
| Role | Access on this screen |
|---|---|
| Project manager | Full edit header, estimates, work item links. |
| Assignee | Update status, log work via timesheet, upload docs. |
| Delivery lead | Edit estimates and dates; reassign. |
| Client viewer | Read-only if external sharing enabled. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Edit header | Title, dates, estimate. | Audit logged. |
| Work items tab | Add/link activities. | Opens work-items context. |
| Est vs actual panel | Plan vs logged hours. | Updates with timesheet. |
| Documents upload | Attach files. | Also in file-manager. |
| Status control | Advance milestone. | May notify assignee. |
| Project link | Jump to project-details. | Breadcrumb nav. |
| Comments | Discussion thread. | If enabled. |
Common mistakes
⚠️
Editing estimate after work started
Distorts variance history — use change log note for audit.
⚠️
Work items not linked
Hours booked to project only miss deliverable variance — link activities.
⚠️
Documents only in chat
Formal sign-offs belong in Documents tab.
FAQ
How to improve est vs actual?
Log hours to deliverable on timesheet; keep estimate current.
Can I split deliverable?
Create child deliverables under same project — no automatic split.
Who sees documents?
Project members with file permission — same as file-manager rules.
Blocked status?
Use when waiting on client — excludes from on-track timeline metrics if configured.
Workflows
- Open deliverable.
- Update checklist and status.
- Review linked work items and time.
- Log blockers/notes for team visibility.
Tips & best practices
Tip: Keep checklist states current to improve Task Activity and planner signal quality.
More guidance
💡
Remember
Title, dates, estimate hours, assignee, status, parent project link.
ℹ️
How to improve est vs actual?
Log hours to deliverable on timesheet; keep estimate current.