Once there is a company Deliverable Definition, a company Packages Category, and Project Areas, then a Project Deliverable can be defined.

Summary

A Project Deliverable breaks out all parts defined by your company Deliverable Definition which includes a part filter, into Project Areas, and then applies a Package Category to those parts. Package are not created at this time but are ready to be generated under the Projects > Deliverables tab as needed.

1. Deliverable (Required) – Select the company level Deliverable Definition previously defined under Admin > Company > Deliverables.
2. Package Category (Required) – Select the package category that parts and assemblies will be assigned to once the deliverable is used to generate a package.
3. Package Per Area Breakdown (Required) – Select the smallest sub-area (tier) for which packages will be created. For example, you might want packages created for an entire level. Or, you might want packages created for sub-areas of a level. This setting depends on the hierarchy of how your building areas have been broken down under Areas tab. Remember, your Deliverable Definition filter will determine which parts (Ex. Hangers, Pipe, Duct) are included in the package.
4. Models (Required) - A Deliverable must be associated with a Model. Click the Empty link and then select the Model in the Choose Models dialog.
   

Videos

08/27/2020 - Deliverables

00:35 Deliverables Definition
01:00 Setup Company Filters
03:25 Setup Company Deliverable Definitions
04:19 Setup Company Naming and Numbering > Package Naming
05:04 Setup Company Package Categories
05:30 Setup Project Areas
07:20 Setup Project Deliverables
11:33 Generate Project Deliverables
14:04 Create Packages