Managing and Maintaining Services Deliverables and Deliverable Items

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 you must keep the items but update them, you might choose to deactivate them and then add new ones to replace them.

You can edit, clone, and delete services deliverables using the standard Salesforce actions. To edit or delete the items for a deliverable, use the Services Deliverable Items grid available on the Deliverable Items subtab of the services deliverable record page. For more information, see Editing Items from the Services Deliverable Items Grid and Deleting Items from the Services Deliverable Items Grid.

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.

Editing Items from the Services Deliverable Items Grid

You can update the items for a deliverable from the Services Deliverable Items grid on its Deliverable Items subtab. The grid enables you to edit and save changes to the Price Allocation (%), Services Credits, and Active fields for all items in one go.

To edit the items for a services deliverable:

1. On the services deliverable record page, go to the Deliverable Items subtab.
2. Click in the cell you want to edit and update the value.
3. [Optional] Repeat the previous step for any other cells you want to edit.
4. Click Save.

Notes:

• Only the Price Allocation (%), Services Credits, and Active columns are editable.
• When a deliverable is enabled for monetary pricing, items cannot be activated, deactivated, or have their price allocation modified if this results in a total price allocation for the deliverable other than 100%. If a deliverable's total price allocation is already at 100% and you want to add new items, we recommend that you add the new items with a price allocation of 0% first and save them. Then adjust the price allocations for all items as needed.
• You can discard all unsaved changes by clicking Cancel.
• You can use the search box to filter the grid by entering a search term. For numeric fields, the search performs an exact match. For example, a search for 4 does not match a value of 40. For text fields, the search performs a partial, case-insensitive match. For example, a search for apple matches apple, APPLE, and pineapple.
• The grid can include additional columns defined by your administrator. For more information, contact your administrator.

Deleting Items from the Services Deliverable Items Grid

You can also delete deliverable items from the Services Deliverable Items grid by using the row action menu.

To delete an item for a services deliverable:

1. On the services deliverable record page, go to the Deliverable Items subtab.
2. Open the row action menu on the row of the item you want to delete.
3. Click Delete.
4. In the Delete Services Deliverable Item confirmation window, click Confirm.

Note:

When a deliverable is enabled for monetary pricing, items cannot be deleted if this results in a total price allocation for the deliverable other than 100%.