A Deliverable is a mega filter that enables you to combine a part or assembly filter with a project area to automatically create package deliverables. A deliverable is not a package, but, with a couple of clicks can be used to generate many packages at once without having to use the Models Viewer to manually filter and select each package. Deliverables can save your company time if you have well defined project Areas, Filters, and Package Categories.

Company Deliverable Definition

The first step in creating a project deliverable is to create company level Deliverable Definition under Admin > Company > Deliverable Definition. All projects will use Deliverable Definitions which is where you define your part or assembly filter and standardize the abbreviation used for numbering packages.

To create a new Deliverable Definition:

1. Click the New Deliverable Definition A new row will display.
   1. Name – Enter the name of the Deliverable Definition.
   2. Filter – Select the filter that will be used for this Deliverable Definition. Filters are created under Admin > Company > Filters.
   3. Abbreviation – Enter an abbreviation that will be used to number all packages generated with this Deliverable Definition, so keep it short and meaningful.
2. Click the Save button.

Project Deliverables Configuration

Project Deliverables are configured under Admin > Project.

Areas

Project deliverables are dependent on configured project Areas. See the Areas (Admin) article for more information.

Deliverables

Once there is a company Deliverable Definition, a company Package Category, and Project Areas, then a Project Deliverable can be defined. 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 – Select the company level Deliverable Definition previously defined under Admin > Company > Deliverables which includes the part filter.
2. Package Category – 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 – Select the smallest sub-area 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.

Project Deliverables

The Projects > Deliverables page is where Deliverables (project packages) are generated. Before generating packages, you can review the Area, Package Category, as well as the number of Parts and Assemblies that will be packaged.

To generate Deliverables:

1. Area Selection Filter – Select project areas to be used for Deliverables. The filter displays the project and sub-areas in a hierarchical format as defined under Admin > Project > Areas. When an Area is checked, when the Auto or Re-Generate Deliverables button is clicked, deliverables will be created for those areas.
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2. The first time the Deliverables page is opened the Auto-Generate Deliverables button will display. After Deliverables have been generated, the button label will be Re-Generate Deliverables (see below).
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3. Auto or Re-Generate Deliverables –The Auto or Re-Generate Deliverables button will generate deliverables. A package can be created for each deliverable as needed.
   1. Modified - The page will notify you if any Deliverable component (Ex. Deliverable Definition filter, a company Packages Category, and Project Areas) has been modified. In most cases when this message displays, you will want to Re-Generate Deliverables.
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4. Click the Re-Generate Deliverables button to generate deliverables.
   1. If you had already generated a package, then the following warning will display:
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   2. The Deliverables will display by Area, Name, Package Category, and Model. In addition, information about the Parts, Assemblies, and Total Parts is include for each package will display.
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   3. Required Date – Schedule the deliverable by setting the Required Date. The Required Date is initially set to Invalid Date. If you create a package with an Invalid Date, todays date will be insert. You can change the Required Date at any time.
   4. Create Package – Click the Create New Package button to generate a package for the selected deliverable. This package will display on the Packages > Dashboard.
   5. Check Deliverable row – Check the checkbox associated with the deliverable row and the Generate # Packages button will be enabled. You can generate multiple packages with a click of the button.
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5. Once one or more packages are created the package(s) will display on the Packages > Dashboard and can be worked just like packages created from the Models > Viewer > Actions > Packages dialog.

STRATUS 08-22-19 Implementation Webinar - (Package Deliverables 8:42)