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New Project Deliverable Page (Aug. 2025)

A guide on how to use and navigate the updated Deliverables tab on your project page.

šŸ—“ Project Timeline

The Timeline view helps you track all deliverables and milestones in a new visual format.

How to Use:

  • View all project deliverables in order (e.g., Site Kickoff, LOI, Design Release).

  • Each item shows duration, owners, and status (Active, Pending Approval, Complete).

  • Click any deliverable to open its details, edit dates, or update status.

  • Deliverables are now color coordinated with their status (not started, on track, past due, etc).


āœ… Tasks

Break down big milestones/deliverables into smaller to-dos.

How to Use:

  • Click ā€œAdd Taskā€ under a deliverable.

  • Assign it to a team member or yourself and set a due date.

  • Check it off when complete.

  • Toggle ā€œShow Completed Tasksā€ to view past progress.

šŸ’” Pro Tip: Tasks can be assigned to different team members even within one deliverable!


šŸ“Š Project Progress Bar

See how far along your project is with a simple visual.

How to Use:

  • Located at the top of the project screen.

  • Updates automatically as deliverables are marked complete.

  • Helps you understand at a glance what percent of the project is done.


šŸ’¬ Comments

Keep the conversation connected to your work.

How to Use:

  • Scroll to the bottom of any deliverable to leave a comment.

  • Use ā€œ@ā€ to mention teammates and keep them in the loop.

  • All communication is timestamped and linked to that specific deliverable.

You can also include links or tag files in your comments!


šŸ“ Files

All your drawings, permits, and approvals—organized.

How to Use:

  • Click ā€œAdd Fileā€ to upload PDFs, images, or DWGs to a deliverable.

  • Files are version-controlled (V1, V2, etc.).

  • You can view, download, and leave comments on each file.

Perfect for storing everything from inspection photos to revised site plans.


🧮 Schedule Management

Control the dates. Stay on track.

How to Use:

  • Click ā€œManage Scheduleā€ inside any deliverable.

  • Update planned start/finish dates or actual completion dates.

  • System flags delays or early completions with color-coded alerts.

šŸŽÆ You’ll also see risk alerts (e.g., ā€œAt Risk?ā€) to help prevent surprises.


Need More Help?

Contact our support team directly via the ā€œ?ā€ in your SiteRise dashboard, or visit support.siterise.com for more articles and tutorials.

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