A Project Deliverable combines a model, filter, and BIM area that enables automatic 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:

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.
Click the Save button.

Define Project Deliverables

Project Deliverables leverage 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.

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.

Sort Areas to Sort Deliverables

The Deliverables page uses the Sort set on the Areas page.

To sort Deliverables:

Open the Admin > Project > Areas page. On this page, the project model is imported, area abbreviations set, Range settings adjusted, and more. See the Areas (Admin) article for more information.
The Areas data can be sorted by Name or Elevation.
1. Click the Sort by Name button.
2. Or, click the Sort by Elevation button.
Once the sort order is set, refresh the Projects > Deliverables page. The sort order will be the same as the Areas page.
1. Sort by Name (left) vs. Sort by Elevation (right):

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 a company Deliverable Definition, Package Category, and Project Areas have been defined, then a Project Deliverable can be defined. A Project Deliverable breaks out all parts defined by the company Deliverable Definition which includes a part filter, 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:

Go to the Admin > Project > Deliverables tab.
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. Notice that the gear icon provides quick access to the Project Deliverables Settings dialog normally accessed under Admin > Project > Deliverables.

To generate Deliverables:

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.
Generate Deliverables –Click the Generate Deliverables button. The Generate Deliverables dialog will display. This dialog requires that you to limit the deliverables generated to the selected model(s) and Package Category(s).
Click Continue and the Deliverables will display by Model, Area, Name, and Package Category. In addition, information about the Parts, Assemblies, and Total Parts included for each package will display.

Dismiss Warnings

Since a Project Deliverable combines a model, filter, and BIM area, when any of these are edited, a warning message displays alerting you to review the impact of changes on your Deliverables. The warning messages do not prevent you from using the Deliverables page. You can dismiss individual warning messages or click the Dismall All Warnings button.

Manage Packages

One or more packages can be created and deleted from the Deliverables page.

Create One or More Packages

To create one or more packages:

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 once the package is created. You can change the Required Date at any time.
Create Package – Click the Create New Package button to generate a package for the selected deliverable. The Deliverable will convert into a package and as a result the package will also display on the Packages > Dashboard (not shown).
Check Deliverable row – Check the checkbox associated with the deliverable row and the options to Generate # Packages and Delete # Deliverables will display. Either click the Generate # Packages button to generate multiple packages, or, click the Delete # Deliverables button to remove the selected deliverables from the Deliverables page. A deliverable can also be deleted by clicking the Delete button associated with the Deliverable.
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.
Locked - Once a package's tracking status has changed to where it is no longer in a Can Package tracking status, the lock icon displays indicating the package is in a tracking status that cannot be edited.