Create Work Package

Explanation

Use this activity to create a work package. This will enable work orders to be created.

Prerequisites

A project deliverable structure should have been created and added with works task plans.

System Effects

In Work Package window, work task plans and where they match the main information on the work package will be added as unconnected work task plans. These work task plans can then be connected as described below.

Window

Project Deliverables Navigator
Work Package

Related Window Descriptions

Work Package
Project Deliverables/Work Tasks/Work Task Plans

Procedure

Create work package and connect work task plans in Project Deliverables Navigator/Work Tasks/Work Task Plans tab:

1. Open Project Deliverables Navigator/Work Tasks/Work Task Plans tab.
2. Right-mouse click on work task plans and click Create and connect to Work Package.
3. Open Project Deliverables Navigator/Work Tasks/Work Packages tab.
4. Right-click and then click State/Release.
5. A work order can now be created as described here: Create Work Order.

Create work package in Work Package window:

1. Open the Work Package window.
2. Create a new record and enter mandatory values like work package name, directive, site maintenance organization, work package type and project information.
3. Optional, enter Attribute ID or select from List of Values.
4. Save your changes.
5. Notice how work tasks plans matching the above entered values (work package name, directive, site maintenance organization, work package type, project information, and attribute ID) are added in the work task plan list.
6. To manage the connection between work package plans and work package, right-click on work task plans and select connect/disconnect options.
7. Right-click and then click State/Release.
8. A work order can now be created as described here: Create Work Order.