Section 3.8: Deliverables Review and Approval

A deliverable is one piece of work the project owes: a cut, a set of stills, a document or a design. This guide follows one from creation through versions and feedback to your client's sign-off.

1. The five statuses

Every deliverable is in one of five statuses:

Change the status from the deliverable's Details.

2. Create and assign

Add a deliverable from Plan, Tasks, through a work package's add button. Give it a title, dates, a work package and, if you want, a milestone. You can also link it to another deliverable with Depends on, as Blocks, finish that first or Relates to, optional. See Section 3.4.

A deliverable can have several people on it, each with their own hours. Set the Estimate, add people, then use Split evenly or Fill remaining to share the hours. Suggest fills the rows for you and shows why it picked each person.

3. The deliverable page

Click a deliverable to open it in a panel, then Open full details for its own page. Changes save as you go.

The main column holds Description, Versions, Discussion and Activity. The side holds Details, People, Checklist and Files. See Section 3.13: Deliverable and Work Order Pages.

4. Submit a version

Each round of work is a version, so nothing overwrites the last attempt. A deliverable holds one or more assets, and each asset keeps its versions.

1. Open the deliverable's Assets tab and click Upload asset for the first one. For the next round, open the asset and click Upload version.
2. Pick a file, or choose Submit link for work hosted elsewhere.
3. Add Notes on what changed in this version.
4. Click Upload, or Submit with the version number, for example Submit v3.

A cut can be an uploaded video, on Pro and above, or a Vimeo link. Uploaded video takes MP4, MOV, M4V or WebM up to 10 GB, and plays in ABRAM's own player with frame-accurate notes. A Vimeo link plays in the same player once you allow app.abram.network in that video's Vimeo embed settings. See Section 6.6: Portal Branding and Video Review.

5. Discuss it

Discussion is the thread on the deliverable. Type @ to mention a teammate. Comments from your client carry a Client tag, so they stand apart from your team's messages.

Use Checklist to break a big deliverable into smaller items and track partial progress.

6. Client review in the portal

Turn on the Client portal switch in Details to show the deliverable in your client's portal. The switch appears when the project has a linked portal client.

In the portal, your client sees the versions and can:

• Review a cut in place, uploaded or a Vimeo link: switch between versions, and leave notes and mark up pinned to the exact frame, or a note without a timecode. Their notes appear on the asset's Notes tab.
• Request changes. On a video this needs at least one of their notes on that version. The deliverable moves back to In progress.
• Approve and sign, typing their full name and confirming their email with a 6-digit code if it is not confirmed yet. Once every asset's newest version is approved, the deliverable moves to Approved.
• Request reopen on something already approved, with an optional reason.

Only a version your team has sent with Send to client can be approved. See Section 6.6: Portal Branding and Video Review and Section 6.4: Client Portal.

7. Related guides

• Section 3.2: Work Packages & Milestones: how deliverables fit the project structure.
• Section 3.4: Task Lists & Tracking: deliverables alongside milestones and work orders.
• Section 6.4: Client Portal: sharing deliverables with clients.