Add a New Work Package to a Change Request

Add work package change item requests when new work packages are needed for a project. A work package change item request is added to a work package change request, where one or more change items can be added.

To request a new work package:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Scope, and select Work Package Changes.
  3. In the table, select the ID for the work package change request.
  4. On the Work Package Changes details page, select the Add Work Packages tab.
  5. Select Add.
  6. In the Add Work Packages dialog box, complete the following fields:
    • Name: Enter the name of the work package.
    • ID: The ID is generated automatically based on project settings. Adjust as needed.
    • WBS: Select the WBS to associate with this work package.
    • Start: Select the date the work on the work package is scheduled to begin
    • Finish: Select the date the work on the work package is scheduled to finish.
    • (Optional) Manager: Select a project manager or person responsible for managing the work package.
    • (Optional) Description: Enter description for the work package.
  7. Select Save.

    Notes:

    • If you want to add scope assignments to the work package, you must add scope assignments to the same change request.
    • To edit details of the work package request, select the Work Package ID.

Last Published Monday, June 24, 2024