deliverable-tracker
Deliverables with a due date and a sign-off: what has slipped, and what is ready to bill.
Community: Submitted by a user or imported; check the owner before granting accessOnlineAPI key requiredGlobalFreeRead-only
What it can do
What data it sees
Do you need an account
An API key from the service settings is required
Deliverables with a due date and a sign-off: what has slipped, and what is ready to bill.
Server tool list (12)
Raw names from tools/list. Only developers need these.
| delivery_schedule_create | Open a delivery schedule against a quote, work order or change order and return its DS-YYYY-NNNN number: the reference, its own date, the client, a title and the currency. Free tier: 3 open. |
| deliverable_add | Add one dated deliverable and return its D number and the new counts. value_minor is NET of VAT in whole MINOR units. A due date before the reference document's own date is refused. It starts as planned. |
| deliverable_status | Record a dated move on one deliverable: planned, in_progress, delivered, then accepted with a note. An out-of-order move, or a date before the reference document, is refused. The date drives lateness. |
| deliverable_delete | Delete one deliverable still planned with no history. One started, delivered or accepted is refused, naming when: add a corrected deliverable instead. The D number on a schedule is never reissued. |
| delivery_schedule_get | Return one schedule in full as at a date: every deliverable with due date, status, delivered and accepted dates, note and value, plus what is late and the totals. The answer names the as_of it used. |
| delivery_schedule_list | List schedules oldest reference first with client, currency and counts as at a date: late, still owed, accepted. Filter by client, reference and state open or complete. Free. |
| delivery_schedule_delete | Delete a schedule carrying no deliverables, freeing an open slot. One holding any is refused, naming them, since they record what was owed. The DS number is never reissued. Free on every tier. |
| late_report | What has slipped as at a date: every deliverable still owed past its due date, worst first, with value at risk per currency, and what was delivered late kept apart. A reference with no schedule is refused. |
| delivery_schedule_document | Render one schedule as a plain-text document for the client: every deliverable with its due date, status, delivered and accepted dates and value, the counts as at a date, and a sign-off block. Pro. |
| milestone_payload | Build the delivered-and-accepted deliverables as invoice_create-ready items in MAJOR units and quote_create-ready items in MINOR units, with VAT at the shared profile rate. Writes nothing. Pro. |
| license_status | Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes. |
| license_activate | Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it. |