Creating Services Credits Deliverables and Deliverable Items

A services credits deliverable is a template of work that is being funded by services credits. It represents either a specific outcome such as the implementation of a new business system, or a service such as consultancy and training in preparation for adopting an industry standard.

To create a services credit deliverable with one or more deliverable items:

1. On the Services Credits Deliverables tab, click New.
2. Enter a name and a description for the deliverable.
3. Select the template project containing the milestones you want to link the services credits deliverable to.
4. Leave the Active checkbox selected if you want the deliverable to be available for adding to projects.
5. Save the deliverable.

6. To add deliverable items:

   1. Click New in the Deliverable Items tab within the Services Credits Deliverable record page.
   2. Enter a name and a description for the item.
   3. Select the template project containing the milestone you want to link the services credits deliverable item to. This must be the same template project that you selected in step 3 for the deliverable.
   4. Select the milestone you want to link the services credits deliverable item to. You can only select milestones that are related to the selected template project.
   5. Enter the number of services credits needed to fund the work to deliver this item.
   6. Leave the Active checkbox selected if you want the item to be included when the related deliverable is added to projects.
   7. Click Save.
   8. [Optional] Repeat these steps to add more items to the deliverable.

You can edit, clone, and delete services credits deliverables, and deliverable items, using the standard Salesforce actions.

Notes:

• All the milestones associated with the same deliverable must be linked to the same template project.
• The same milestone cannot be associated with more than one active item in the same deliverable, but it can be associated with different deliverables.
• The services credits field in the milestone does not get copied across to the deliverable item. The value must be set when creating the item. This enables them to share the same milestone with different items that are priced differently.
  For example, a milestone might be priced at 50 credits when it contributes to the delivery of a standalone service, but priced at 45 when it contributes to the delivery of a package of services.
• The total services credits field in the deliverable is automatically calculated by adding up the services credits assigned to all the active items. This field cannot be edited manually.