Managing deliveries and requirements

Create or update a delivery

1. 1Open a collaboration and choose Add Delivery, or open an existing delivery.
2. 2Enter the title, platform, due date, status, description, requirements, and any reference links shown by the form.
3. 3Save changes, then use the status action to move the work through planned, in-progress, review, approved, revision requested, published, or cancelled states.
4. 4Check the collaboration detail page to see the delivery alongside the agreed deal and financial records.

Manage requirement versions

1. 1Open a delivery and find the Client Requirements section on its profile page.
2. 2The first saved requirement becomes Version 1 and is marked Current.
3. 3To change the requirements, edit the current version and choose Save as New Version. Add a short change summary so the history explains what changed.
4. 4The previous version is retained as history, while the new version becomes the only Current version.
5. 5Select an older version in Version History to review its content. Older versions are read-only and cannot be edited into a new version.

How versioning works

• Each delivery has its own numbered requirement history starting at v1.
• Saving a new version increments the number by one and preserves the previous requirement content.
• Only the latest version is marked Current and is shown as the active requirement.
• Requirement text is sanitized before it is saved, so unsupported HTML and unsafe content are removed.
• If another person creates a version while your page is open, the stale version cannot be overwritten; reload first and save from the current version.