Create deliverables

Deliverables define what is required of the issued to company to complete the submittal. Follow these steps to create a deliverable.

Add a deliverable to create a record of all items you require from the issued to company.

Deliverables must be enabled in the project settings. A submittal must already have been created. You must add at least one deliverable before you can issue the submittal. You can create as many deliverables before issuing the submittal.

1. From the submittal Details page, click the Deliverables tab.

2. Click the Add icon. The New deliverable window opens.

3. Enter all required information. Mandatory information for a deliverable includes the following;

   • Deliverable number

   • Deliverable type

   • Deliverable status

   • Description

4. Enter the scheduled completion date and forecasted completion date in the Deliverable dates section as necessary. These fields let you track the due dates of the deliverable instead of using the overall submittal milestone dates.
5. Click Save.
6. Click the Default attributes tab. The default attributes can predefine the data for any documents uploaded for the deliverable by the issued to company.
7. Enter information or click the Required check box for any field required of the issued to company, and then click Save changes.

You can add supporting documentation or links to the submittal or issue the transmittal. When the deliverable is completed, Document automatically updates the actual completion date and Complete flag.