Add a Work Package

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A work package without scope items or activities assigned to it may also be referred to as a planning package. As soon as a scope item is assigned, the planning package becomes a work package.

Note: After a baseline is set, each new work package must be added by submitting a change request.

To add a work package:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Scope, and select Work Packages.
  3. Select Add.
  4. In the new row, complete the following fields:
    • Name: Enter a name for 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. If the project does not use a WBS, then associate the work package with the default WBS.
    • Original Start: Select the date the work on the work package is scheduled to begin.
    • Original Finish: Select the date the work on the work package is scheduled to finish.
  5. Select Save.