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Create batch Deliverables
Create batch Deliverables

Add multiple Deliverables to a Release at once

Tech Support avatar
Written by Tech Support
Updated over a week ago

Creating Deliverables one at a time is fine most of the time, but sometimes you need to make a whole bunch of them simultaneously. For instance, if you’re producing a card game and need to commission 15 pieces of art, or editing a book and need 20 articles. 

  1. Choose “Create Batch Deliverable” from the master drop-down menu to open the “Create New Batch Deliverables” pop-up.

  2. Enter a common name for the Deliverables. (This is required.) Note that each Deliverable will have this name with a number after it. (For example, “card illustration” would generate “card illustration_1,” “card illustration_2,” and so on.)

  3. Choose the Deliverables’ Release from the "Title (Release)" drop-down menu. (This is required. Here's now to create a Title or create a Release.)*

  4. Choose the Deliverables' category from the “Category” drop-down menu. (If you don't see a suitable category, you can create a new one, as detailed here.) Note that if you want to create batches of different categories of Deliverables, you need to create a batch for each category.

  5. Choose the Deliverables’ type from the “Type” drop-down menu.

  6. Enter the amount of money you want to budget for each of the Deliverables.

  7. Choose the currency in which you wish to pay for the Deliverables from the "currency" drop-down menu. (All Deliverables in the batch must have the same currency.)

  8. Assign a common due date to the Deliverables. (Note: A Deliverable's due date may be different from the key date of its associated Release. Deliverable due dates are internal to your organization, and reflect the date you need the Deliverables in-hand.)

  9. Enter the quantity of Deliverables you want to create. This can be any number up to 30.

  10. Choose a staff member from the “Staff Coordinator” drop-down menu to assign that staff member to the Deliverables. (If you don't see the name you're looking for, start typing it into the "Staff Coordinator" field to look it up. You can read about adding new staff here.)

  11. Enter any tags you want associated with the Deliverables. (Note: Any tags you enter are internal only, and won't be seen by the contractor.)

  12. Click the “Create Batch Deliverable” button to close the pop-up and create the new Deliverables with “draft” status.

Note that once the batch of Deliverables is created, you can edit each Deliverable individually, updating its name, due date, and other information as you wish. (So you can rename "card illustration_3" to something more evocative, like "Angry Bear Card Illustration.")

*Note that while "Title" and "Release" are the default terms in AWEbase, your organization may have customized one or both of these terms to better reflect your business. For example, "Title" might be "Product Line" or "Department" for you, and "Release" might be "Product" or "Project."

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