Create a Work Package Group

You create a work package group to manage similar work packages for a project. A work package group usually reflects a phase of a project.

To create 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 .
  4. On the Workpackage Group Details form, use the Name field to enter a name for the work package.
  5. In the Description field, enter a description for the work package.
  6. Click Save.

Post-requisites: After you create a work package group, you Add Work Packages.