Deliverables are made up of sections, each focusing on a specific area of a client’s environment, plans, or performance. This article explains how to manage those sections after a Deliverable is created.

Sections can be added or removed, reordered, and configured to control the data shown in each section.

• To learn more about what each section is for, see About Deliverables.

Opening Deliverables settings

Deliverable sections are managed from the settings area for each Deliverable.

1. Open the client’s Deliverables page. (Home > Clients > Client name > Deliverables)
2. Click the name of the Deliverable you want to edit.
3. In the Deliverable editor, click the settings icon in the upper right.
   
   

The settings page shows the sections included in the Deliverable. Each can be expanded to edit its configuration.

Reordering sections

The order in which sections appear in the Deliverable can be changed by following these steps:

1. From the Deliverable settings page, scroll to the Deliverable Sections area.
2. Click and hold the handle (six dots) to the left of a section name.
   
   
    
3. Drag the section up or down to move it into a new position.
4. Release the mouse button to drop the section into place.

The new order is used in both presentation mode and PDF exports.

Adding sections

Sections that weren't included when the Deliverable was first created can be added from the Deliverable settings page. 

1. From the Deliverable settings page, click + Add section.
   
   
    
2. In the Manage Sections modal, review the available sections.
   Sections that are already added to the deliverable appear with a checkmark and can’t be added again.
    
3. Select the checkbox beside each section that should be added to the Deliverable.
    
4. Click Confirm to finish adding sections.

The Deliverable will take a few moments to update. Once finished, the new sections appear in the section list.

Removing sections

Sections that you don’t want to show in a specific Deliverable can be removed.

1. From the Deliverable settings page, find the section you want to remove.
    
2. Click the minus icon to the right of the section name.
   
   
    
3. Confirm the removal by clicking Remove section in the popup.

Removing a section from a Deliverable hides it from presentation mode and the PDF. The section can be added back, if required, using + Add section.

Configuring individual sections

Each section can have its own configuration options. These control which data appears in the Deliverable and the PDF export. Adjust section configuration by following these steps:

1. From the Deliverable editor, select a section to configure by clicking its tab at the top of the screen.
2. Click the settings icon within the section to open configuration options for that section in the Deliverable settings page.
3. Adjust the available filters and options as needed.
4. Click Save.

Changes made here update the content shown in both presentation mode and PDF exports.