Add or Edit a Project or Business Package

You can add a package to a project to add a unit of work, or edit a package already created. You can add a package to a business unit or edit a package that already exists to use on projects in the business unit and ensure consistency across projects within the business unit.

In the Project or Business Packages screen, use the Search field to check that the package you want to create does not already exist. Enter search criteria and select 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 update the package.

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. If you're adding a business package, add it 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.

  1. Confirm that the correct business unit is selected in the Business Unit field, and that the correct project is selected in the Project field.
  2. Select the menu icon in the upper left corner.
  3. Choose Project Setup and select Project Packages, or choose Business Setup and select Business Packages.
  4. Select + Create New Packages or select a package that already exists.
  5. Enter or change the package and organisation details. Select Next after each section is complete, or use the numbers to move from section to section. For field details, see Add or Edit Package Field Definitions.
  6. Select Save when you are finished.
Field View updates or creates the package for the project or business and sends an email to users added to the project package.