Deliverable Register

Maintain the master list of documents to be produced and handed over on a project, tracking type, discipline, tier, status, progress, responsibility and dates.

On this page
Overview Access & Permissions Getting Started Fields & Statuses Linking Documents Progress Tracking Exporting Troubleshooting FAQ

Last updated: August 2026

Overview

The Deliverable Register is the per-project document delivery register — the master list of every document to be produced and handed over. It tracks each deliverable's type, discipline, criticality tier, status, progress %, responsible person, and planned/forecast/actual dates.

  • Deliverables can be linked to real documents in the system (CPD, CPFD, Datasheet, List, Calculation, Piping System) or stand alone as Other.
  • The register powers a Project Completeness percentage.
  • View every project's register from one global page, sorted by due date.

Access & Permissions

  • Any project member can view the register.
  • Add, edit, link, unlink, and export require edit rights on the project (or superadmin).
  • No changes are allowed once the project is archived.
  • The global page is only shown in the menu to users who can create projects.

Adding a Deliverable

  1. Open your project and go to the Deliverable Register (or the Deliverables section on the project page).
  2. Click + Add Deliverable to reveal the inline form.
  3. Fill in the fields (see below) and click Add Deliverable.
  4. For any type other than Other, EngCoSuite also creates a real document file at Rev A (“Created from Deliverable form”) and auto-links it to the deliverable.

Deliverable Fields

  • Type — CPD, CPFD, Datasheet, List, Calculation, Piping System, or Other.
  • Existing Document — Create New, or pick an existing project document (choosing one locks the Doc # and Title to it).
  • Doc # — e.g. P&ID-001.
  • Title — required.
  • Type-specific fields — e.g. length/diameter units for CPD, component type for Datasheets, list type for Lists.
  • Discipline — Process, Mechanical, Piping, Electrical, Instrumentation, Civil, HSE, or Other.
  • Tier — T1 - Critical, T2 - Significant, T3 - Standard.
  • Planned Date / Forecast Date / Actual Date — schedule tracking.
  • Responsible — unassigned or a team user.
  • Notes, and the Handover and Client Approval checkboxes.

Editing & Progress

  • Click the pencil icon to edit the row — Doc #, Title, Type, Discipline, Tier, Status, Progress %, dates, Responsible, Notes, Handover, and Client Approval.
  • Update Progress % from the row, or type directly into the inline percent box on the project page (AJAX, recalculates project completeness instantly).
  • Setting progress to 100% automatically forces the status to As-Built.
  • Delete soft-deactivates the deliverable (shown strikethrough on the project page); a Reactivate (+) button brings it back.

Linking Documents

  • Click the green link icon and choose the document type, then the document, then Link.
  • Linked rows show a green badge with the document name and an Unlink icon.
  • Linking fills the Doc # automatically if it was empty.

Statuses & Tiers

StatusWhen it applies
Issued for DesignDesign stage issue
Issued for Internal ReviewSent for internal checking
Issued for Client ReviewSent to the client for review
Issued for TenderIssued for tender purposes
Issued for ConstructionFormally issued for construction
As-BuiltCompleted (auto-set at 100% progress)

Tiers mark criticality: T1 Critical, T2 Significant, T3 Standard. The register filter row lets you view All / Overdue / Due Soon / Unlinked, plus per-type buttons (CPDs, CPFDs, Datasheets, Lists, Calculations, Piping Systems).

The Global Register

  • The /deliverables page shows all deliverables across your projects, sorted by due date.
  • Stats at the top: Total / Complete / Overdue / Due Soon (7 days), plus a Project Completeness progress bar.
  • Filter by project or by status (All / In Progress / Overdue / Due Soon / Complete).
  • The Days column shows Done, Today, Xd, Xd late (red row), and Xd (warning ≤ 7 days).
  • Use the View Register eye icon to jump into a specific project's register.

Exporting to CSV

  • Click Export CSV (top-right, requires edit permission).
  • Downloads {project_number}_deliverables.csv with Doc #, Title, Type, Discipline, Tier, Status, Progress %, Responsible, Planned/Forecast/Actual dates, Handover, Client Approval, and Notes.

Troubleshooting

IssueWhat to do
“This project is archived. Deliverables cannot be modified.”Re-open the project or ask the project owner; archived projects are read-only.
My deliverable is stuck at one statusSet Progress to 100% to automatically move it to As-Built.
I created a deliverable but don't see a document fileType Other doesn't create a file. For real types, the document was created at Rev A and is linked.
I can't edit or exportChanges and CSV export require project edit rights (or superadmin).

FAQ

What is Project Completeness?

A percentage calculated from the register, updated in real time as deliverable progress changes.

Can a deliverable point to an existing document?

Yes — pick it from the Existing Document dropdown, or link one later with the link icon.

How do I track a deliverable that isn't one of the eight types?

Use type Other — it doesn't create a system file but tracks the item like any other deliverable.

Does deleting a deliverable delete the document?

No — delete only soft-deactivates the register row; the linked document file is untouched.