Create a work package

The following procedure discusses how to create a work package.

Note: Once a work package has been created, it cannot be deleted.

To create a work package

1 In the Navigator in User Mode, open the project or shell.
2 Click Cost Manager in the left Navigator and then Cost Sheet. The Cost Sheet log opens.
3 Click the New button. The Work Package Properties window opens.
4 You can attach files to the work package by clicking the Attach button.
5 Use the information in the following table to complete the Work Package Properties window and click OK.

 

   

In this field

Do this

Title

Enter a title, which displays in the log.

Reference No.

Enter a unique reference number.

Creator

This will be populated automatically with the name of the user creating the work package.

Date Initiated

This is populated automatically with the initiated date.

Status

Select Active or Inactive.

Owner

 

Vendor

 

Description

You may enter a description of the work package here.

Comments

Allows for any additional comments.

Attach

Click this button to attach files to the work package.

No. of Attachments

This link displays the number of files, if any, attached to the work package. Click on the link to view or download.

 

 

 

 


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