When you are finished adding or changing package, organisation, and user details, select Create or Save.

Package Details

Package Name or Description

Provide a name or description by doing one of the following:

• Enter a package name or description.
• To select a package from the business unit, select Search from business unit. Select the checkbox for the package you want to use, and choose Select.

Note: The package name should not be the name of the organization that will do the work. Any trades associated with the package will be added.

Trade

Enter text to start your search or to create a new trade. Select the checkbox next to one or more business unit trades or select Create Trade to create a new trade.

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.

If you create a new trade, enter the details of the new trade in the Standards and Templates section of the Business Setup in Classic Field View.

Owned by Business Unit (Business Package)

Select the business that owns the package.

Visibility Preferences (Business Package)

Choose the option that indicates which business units can use this package.

Package Email (Project Package)

Enter an email address where the task notifications will be sent. Separate multiple email addresses with a semicolon. When you are finished entering emails, press the Enter key to add them. New Field View users will be issued an invitation.

Automatically Send New Tasks Issued to Report (Project Package)

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.

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.

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.

Resolution Period

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.

Active

Indicates the package will be active and available. This option is selected by default. You can also deactivate and activate a package from the Project Package page.

Organisation Details (Project Package)

Organisation

Enter text to start your search or to create a new organisation to associate with the package. Select the organisation or select Create Organisation to create a new organisation.

Organisation Type

This categorizes the organization for reporting purposes.

Organisation Email

Enter any additional email addresses to receive task reports. Separate multiple email addresses with a semicolon (;). Press Enter to add the email addresses to the details. New Field View users will be issued an invitation.

Invitations (Project Package)

Notify users for all tasks issued to the package

When this is selected, users will receive an email whenever a task is issued to the package.

Added Emails for Notifications

Contains the list of users invited to receive notifications about the package. This includes emails previously entered for package and organisation details.

Select the checkbox for the users to receive notifications and choose Invite Users. Users are added to the list of invited users. You can edit them from that list.

Users Invited Via Package

Users in this list will be sent an email inviting them to the package. The invitation expires after one month.

Select Add New Users to create a line to enter new user information. Select Add From Email to add the users entered in the Added Emails section.

Select the pencil Edit icon to assign roles to the user.

Select the checkbox for a user and select Delete to remove a user from the list.

Select the checkbox for a user and select Resend to resend the notification.

Forename and Surname

Enter the contact name for the subcontractor.

When you are finished adding or changing the package, select Create or Save. Field View will send an email to invited new users.