Defining Deliverables

Adding a deliverable

• Step 1: Click the stage you wish to add a deliverable to.
  
• Step 2: Click the "Deliverables" tab on the menu bar.
  
• Step 3: Click the "Add Deliverable" button.
  
• Step 4: Search for a deliverable in the 'Add Deliverable' modal.
  
• Step 5: Use the filters down the left to refine the search results. Once you find the deliverable you want, click the "Next Step" button.
  
• Step 6: Fill in any extra information about your deliverable such as Level of Definition, Level of Information, who is responsible for the deliverable, net area and usable height if adding a space deliverable and any extra notes. Once you have done this, click the "Add Deliverable" button.
  

  Note: There are some deliverables which are currently "undefined", these deliverables can be added to your project but currently have no LOD/LOI guidance examples associated with them.

Selecting specific deliverables - New functionality introduced August 2016

Enables users to add broader descriptions of a deliverable earlier in the project with an easy means of narrowing these down to more specific items at a later stage.

For example, prior to the design starting the team may know that there will be some sort of heating system and the service engineer will be responsible. But it’s not until the design starts to be developed when they know the specific heating systems (underfloor, low temperature, solar etc).

Where a specific deliverable is available for selection, a ‘specific deliverables’ icon will appear alongside the parent system/product.

The presence of these icons indicates to the user that there are decisions about specific deliverables still to make. There is also a status bar on the bottom of the screen advising how many outstanding decisions remain.

When selecting the 'specific deliverables' icon you can pick from relevant child systems/products. You can toggle the display of the clauses without NBS specification content should you require.

Where a parent system or parent product is added, the LOD and LOI for a candidate child will be shown. Below is an example for Low temperature hot water heating systems and Solar heating systems, which are candidate child deliverables for Heating systems.

Editing a deliverable

Once you have added a deliverable to your project you are then able to edit it at any time. You can do this by hovering over the deliverable and clicking the edit icon.

This will bring up the edit modal which will allow you to change the LOD/LOI, responsibility or notes for that deliverable. Once you have finished making changes click the "Save Changes" button.

There may be instances when you wish to remove all deliverables already in a stage. As an example, deliverables across work stages 2, 3, 4 and 5 may be populated at the start of the project. Through the Stage 3 design process, the team may edit and add detail to the deliverables which they wish to copy through into work stages 4 and 5. To do this, it is necessary to first remove the items already in stages 4 and 5 using the 'remove all deliverables' feature as shown below.

Deleting a deliverable

You can delete a deliverable by hovering over the deliverable in the list and clicking the delete icon, a prompt will appear asking if you are sure. The deliverable, with all associated comments will be removed from the stage in your project.

Copying deliverables

You can copy deliverables from one stage to the next by clicking the “Copy from stage #” button in the deliverables work area. This button will only show if the stage you are on is empty and the previous stage has deliverables to be copied.

Note: Copying deliverables will add +1 to their LOD/LOI where possible.

Can I add multiple of the same deliverable?

You can. If you add a second version of a deliverable the original will automatically be labelled with a suffix of Type A, with the new one being Type B. If you choose to add a third, it will become Type C and so on.

Viewing deliverable notes

When viewing a list of deliverables, the chevron icon in the right hand column acts as an indication of when a note already exists. Either selecting the chevron or the deliverable name will show the note. To change the content of the note, hover over the deliverable and click the edit icon.