Add/Edit Package Fields
Find descriptions of the Add/Edit Package fields.
- Package Name
- Provide a name by doing one of the following:
- Enter a package name.
- To select a package from the business unit, click
. In the Select Package window, select the check box for the package you want to use, and click Save.
Note: The package name should not be the name of the organization that will do the work. - Package Email
- Enter an email address where the where task notifications will be sent.
Note: Viewpoint strongly recommends that you do not add a package without an email address. Once your project goes live, tasks will be issued to a subcontractor, but without an email address, the system cannot send notifications to the subcontractor.
- Trade
- 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. Because Library Tasks are associated with trades, this enables Field View to automatically import the most comprehensive listing of Library Tasks into the project.
- Automatically Send New Tasks Issued to Report
- Select if you want the system to send a report every night to the package/organization contact email, specifying the new tasks issued to them.
- Active
- (Selected by default) Indicates the package will be active and available.
- Our Reference
- 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.
- Your Reference
- 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.
- Resolution Period (days)
- Enter the number of days allowed to resolve tasks associated with this package if you want the resolution period to be different from the default, which is seven days.
- Organisation
- Click
to look for the organization to associate with the package.
It is important to find the correct organization. Because organizations are stored in a system library and are not unique to your business unit, use the Search Organisation pane to find the correct organization.
- In the Search Organization pane on the Select Organisation window, enter search text in the Organization Name field and click Search.
- In the Organization pane, select the check box for the organization, and click Save.
- Organization Email
- Enter any additional email addresses to receive task reports. Separate multiple email addresses with a semicolon ; and no space. For example, david.smith@company.com;ellen.reynolds@company.com.
- Organization Type
- (Required) Select Sub-Contractor. This categorizes the organization for reporting purposes.
- Organization Role
- Select a role for the organization. For most cases, Viewpoint recommends that you select the Subcontractor check box.
- Send User Invitation
- When selected, an email will be sent to the address in the Package Email box, inviting the subcontractor to join your project to manage their tasks.
- Forename and Surname
- Enter the contact name for the subcontractor.
- Device User
- Select if the subcontractor needs to be able to use a device.