Add a Package to a Business Unit

You can add a package to a business unit to use the package on projects in the business unit and ensure consistency across projects within the business unit.

In the Business Packages screen, use the Search pane to check that the package you want to create does not already exist. Enter search criteria and click Search. Remember that the package may have a different description. For example, Painting is usually a part of a Decorating package.

A package is a unit of work that is supplied by one sub-contractor organization. For example, a sub-contractor could supply carpentry and joinery work for a project.

Add a package to the highest level business unit within the business, so that it can be used in all the business units below. Once added, a business unit package can be selected when setting up a package on a project.

Fastpath: Business Setup > Standards and Templates > Business Packages
  1. In the Current Business Is field, select the highest level business unit within the business.
  2. Select Business Setup > Standards and Templates > Business Packages.
  3. Click the Add button .
  4. (Required) In the Package Description field on the Add Package window, enter a description of the type of work for the package.
    This should not be the name of the organization that will do the work.
  5. (Required) In the Trade field, click , and in the Select Trade window, select the check box next to one or more business unit trades and click Save.
    Select the highest-level trade that the package includes. The package can have more than one trade associated with it.
  6. In the Our Reference field, enter the reference number or code for the business package, for the business unit that owns the project.
    The reference information will display on reports.
  7. In the Your Reference field, enter the reference number or code for the business package, for the organization the package is associated with.
    The reference information will display on reports.
  8. In the Resolution Period (days) field, enter the number of days allowed to resolve tasks associated with this package.
  9. Ensure the Active check box is selected to make the package available for use.
  10. In the Visibility field, select the option that indicates which business units can use this package. If you select Business Unit and Below, click to select the business unit.
  11. In the Owned By Business Unit field, click to select the business unit that owns the package.
  12. Click Save.

The business unit package is created, and can now be used when creating packages on projects.