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 Create button and select Work Package. The Work Package Properties window opens.
- Use the information in the following table to complete the Work Package Properties window and click Save.
In this field | Do this |
|---|---|
Title | Enter a title, which displays in the log. |
Reference No. | Enter a unique reference number. |
Description | You may ender a description of the work package here. |
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 | Select an owner for the record. |
Vendor | Select a vendor for the work package. |
You can attach files to the work package after creation with the Attachments tab, which appears in the right pane when the record is selected.