Project Delivery template
A phased delivery plan from initiation to closure with milestones, dependencies, RAG status and a delivery dashboard.
Project managers running a bounded piece of work with a start, an end and a sponsor.
- 5 views
- 12 fields
- 5 groups
- 17 sample tasks
- 4 milestones
- 19 dependencies
- 7 dashboard widgets
- 5 workflow statuses
- 1 automation
Timeline · Gantt view · opens first
What's included
The standard shape of a delivered project: Initiation, Planning, Execution, Testing and Closure, with the gates between them as milestones and the dependencies that decide whether the closure date holds. Every task carries a RAG status, an owner, effort and cost, so the dashboard reports health, spend and what is late. Delay any execution task in the simulator and the closure milestone moves.
Views
- Timeline (Gantt)
- Plan (Table)
- Board
- Calendar
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- RAG statuscustom
- Deliverablecustom
- Gatecustom
Groups
- Initiation
- Planning
- Execution
- Testing
- Closure
Dashboard
- KPIs
- Trend line
- Tasks by status
- Upcoming milestones
- Overdue tasks
- Group progress
- Budget & effort
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
19 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Project charter and sponsor sign-offInitiation
- Initiation gateInitiation · feeds 2 tasks
- Schedule, budget and resource planPlanning
- Plan approvedPlanning · feeds 4 tasks
- Integration and acceptance testingTesting
- Acceptance sign-offTesting
- Handover to operationsClosure
- Project closedClosure
4 more linked steps between these. Delay Project charter and sponsor sign-off and Depentra shows the 15 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 7 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Project Delivery
Use the Project Delivery template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.