Managing and Maintaining Services Deliverables

Services deliverables and their items can be edited to reflect any necessary changes, such as price reviews or changes in the scope of the service provided. You can choose between:

• Simply update the existing items. Editing the items does not have an impact on projects where they have already been added. They will only apply when adding the updated deliverable to other projects. The history of the deliverable item that was before the updates will be reflected in the project services deliverable items that were generated when adding the deliverable to projects. For more information, see Adding Services Deliverables to Projects.
• Use the Disable Services Credits Pricing and Disable Monetary Pricing actions to deactivate the deliverable. Services deliverables with no pricing option selected are unavailable for selection when adding deliverables to projects. This applies regardless of whether you are adding deliverables with services credits pricing or with monetary pricing. For more information, see Disabling a Pricing Option.
• Use the Active field to deactivate specific items within a deliverable. You can deselect the Active checkbox on a deliverable item, so that you can still add the deliverable to a project, but without that specific item. This is useful in the context of deliverables that are made up of multiple items. For example, if the scope of the service changes and specific items are no longer relevant, you can simply deactivate those items, without having to create a new deliverable that doesn't include those. Or, if must keep the items but update them, you might choose to deactivate them and then add new ones to replace them.

Notes:

• Services deliverables must meet the following requirements to be available for selection when adding them to projects:

  • They must be enabled for services credits pricing, monetary pricing, or both.
  • If using services credits pricing, they must include at least one active item with a specified Services Credits value.
  • If using monetary pricing, they must include at least one active item. Additionally, the Price Allocation (%) values across all active items must total 100%.
• Disabling both pricing options for a deliverable does not deactivate its related items. You can still keep the relevant items active to reflect what the deliverable looked like before their pricing options were disabled. This ensures you still have visibility of items that had previously been deactivated.
• When calculating the total services credits for the deliverable, only the credits assigned to active items are taken into account.