A Projects Deliverable combines a model, filter, and a BIM area that enables you to automatically create package deliverablesautomatic package deliverable creation. 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.

Define Company Deliverable

Definitions

The first step in creating a project deliverable is to create company level Deliverable Definition which can be applied to any project under Admin > Company > Deliverable Definition.   See the Deliverables Definitions (Admin) article for more information.

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. See the Filters (Admin) article for more information.
      
2. Click the Save button.

Define Project Deliverables

Project Deliverables leverage project Areas and Package Categories and are configured the Company Deliverable Definition (Deliverable), the Company Package Categories (Package Category), the Project Areas (Package Per Area Breakdown), and limit the Deliverable to a specific model (Models). Project Deliverables are configured under Admin > Project > Deliverables.

Image Added

Areas

Project deliverables are dependent on configured project Project Areas (Package Per Area Breakdown). The Package "Per Area Breakdown" number depends on the number of hierarchical areas defined in the project. For example, an AutoCAD model by default, might only have the building as an area, whereas a Revit model might include a more granualr hierarchical breakdown by Level, Scope Box, Room, etc. See the Areas (Admin) article for more information.

Package Category

A Package Category enables you to create different packages for different purposes like ordering, shop work, field delivery, and installation work. See the Package Categories (Admin) article for more information.

Deliverables

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

To create a Project Deliverables:

1. Go to the Admin > Project > Deliverables tab.
2. Click New Deliverable.
   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 a sub-areas of a level. This setting depends on the hierarchy of how your building areas have been broken down under the Areas tab. Remember, your Deliverable Definition filter will determine which parts (Ex. Hangers, Pipe, Duct) are included in the package.
   4. Models - A model must be associated with each Deliverable.

Generate Project Deliverables

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

Image RemovedImage Added

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. For each checked Area, when the Auto or Re-Generate Deliverables button is clicked, deliverables will be created for those areas.
   Image Modified
   
   
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).
   Image Modified
   
   
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.
      Image Modified
      
      
   2. Click
   the
   1. the Auto or Re-Generate Deliverables button
   to generate deliverables.
   1. If you had already generated a package, then the following warning will display. In most cases, you'll want to click Continue.
      Image Removedand the Generate Deliverables dialog will display. This dialog enables you to limit the deliverables generated to the selected model(s) and Package Category(s).
      Image Added
      
      
4. The Deliverables will display by Model, Area, Name, and Package Category, and Model. In addition, information about the Parts, Assemblies, and Total Parts included for each package will display.
   Image RemovedImage Added
   
   
5. To create packages:
   1. 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.
   2. Create Package – Click the Create New Package button to generate a package for the selected deliverable. This package will display on the Packages > Dashboard.
   3. 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.
      Image Modified
      

1. Once one or more packages have been created, the package(s) will display on the Packages > Dashboard and can follow the same workflow as other packages created from the Models > Viewer > Actions > Packages dialog.

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