Lesson 38 of 40
Review deliveries and see progress
This video shows you how to review and approve delivered files and see what is still outstanding without a meeting, in a few clicks.
What you'll do
- Tick the delivered files and set their Status: In Review, then Approved or Declined.
- Open Charts, then File delivery status, to see the whole picture.
- Click Requested to see only what is still missing.
- On the project home, choose Download report (PDF) for the meeting pack.
Why it matters
A common data environment only works if information is approved before others rely on it. A status on every file makes that visible, and a live chart replaces the weekly meeting about what is outstanding.
Common questions
Is Delivered the same as Approved?
No. Delivered means the file arrived. Approved is a review status you set.
Who can set a status?
Anyone with the Manage Files permission.
Discussion
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