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
- In the Navigator in User Mode, open the project or shell.
- Click Cost Manager in the left Navigator and then Cost Sheet. The Cost Sheet log opens.
- Click the New button. The Work Package Properties window opens.
- You can attach files to the work package by clicking the Attach button.
- 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. |