Deliverables Definitions (Admin)


A Project Deliverable is a filter that enables you to combine a part or assembly filter with a project area to automatically create package deliverables. A Deliverable Definition is created at the Company level and associates a Deliverable with a Filter. You can look at a Deliverable Definition as how your company breaks down a project for fabrication.

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. Notice that Area is not included in this definition as it will be defined under Areas (Admin) and joined the Deliverable Definition under Projects Deliverables.

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 and must be applied to the Model Viewer.
    3. Grouping (Optional)A Grouping is an additional breakdown level for package deliverables. See the Groupings (Admin) article for more information.
    4. Consider Areas in Groupings
      1. Checked (Default) - When checked and a Grouping value is found during the Generate Deliverables process, Groupings within areas will be considered in the generation of deliverables. As a result, more package deliverables with fewer parts in each will be created.
      2. Unchecked - When unchecked, Groupings will not be considered to further breakdown the package deliverables. As a result, fewer package deliverables with more parts in each will be created.
  2. Click the Save button.

  3. Once done, see the Admin > Projects > Deliverables (Admin) article for more information.




© Copyright 2022 GTP Services, LLC All rights reserved. | About | Contact