Add Work Packages

A work package defines a particular aspect of a project phase, such as demolition, building works, earthworks, and so on. You can add standard or ad hoc work packages to a work package group, and copy work packages from another project or enquiry.

To add work packages to a work package group:

1. Navigate to the project or enquiry.

   You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.

2. Click the Work Packages tab.
   If the Work Packages tab is not visible, click more to display all available tabs.
3. Click to expand the work package group that you want to modify.
4. On the Workpackages header, click .
5. To add a standard work package, do the following:
   1. On the Add Standard Workpackages row, click to display a list of available work packages.
   2. Select the check box of each work package that you want to add.
6. To add an ad hoc work package, do the following:
   1. On the Ad Hoc Workpackages table, click to add a blank row.
   2. In the blank field, enter a name for the work package.
7. To copy work packages from another project or enquiry, do the following:
   1. On the Add Existing Project Workpackages table, select the Copy From Existing Project check box.
   2. In the Select Project or Enquiry field, enter the name of the project or enquiry. As you type, a list of matching projects and enquiries displays, and you can click a record to select it.
   3. From the Select Workpackage Group list, select the work package group that you want to add the work packages from.
8. When you have finished adding work packages, click Next.
9. Review the work packages that you have selected to add, and then click Add Workpackages.