Add a Package to a Project

You can add a package to a project to add a unit of work.

In the 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. If the package you want exists on the project, you can edit the package or stop here.

A package is a unit of work that is performed by one subcontractor organization. For example, a subcontractor could supply carpentry and joinery work for a project.

You can create a package that is unique to a project. You can also use a package from the business unit to add a package to a project.

Fastpath: Project Setup > Packages
  1. Confirm that the correct business unit is selected in the Current Business Is field, and that the correct project is selected in the Current Project Is field.
  2. Select Project Setup > Packages.
  3. Click the Add button .
  4. In the Add Package dialog, enter package information. For details, see Add/Edit Package Fields.
  5. Save the package:
    • To save the package and exit, select Save.
    • To save and create another package, select Save And New.

The package is created on the project.