Create a Work Package

The following procedure discusses how to create a work package.

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

To create a work package

  1. Go to your project or shell (User mode).

    This is the project or shell that contains the cash flow that you want.

  2. From the left Navigator, click the Cost Manager node to expand it.
  3. Click the Cost Sheet sub-node to open the Cost Sheet log.
  4. Click the Create button, and select Work Package. The Work Package Properties window opens.
  5. 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 enter 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.


Last Published Monday, August 28, 2023