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 the shell tab, and switch to User mode.
2. In the left Navigator, select Cost Manager, and then select Cost Sheet to open the Cost Sheet log.
3. Select the Create button, and select Work Package. The Work Package Properties window opens.
4. Use the information in the following table to complete the Work Package Properties window, and select 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.