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How to create and modify package groups

Package groups are an organisational feature that allow users to segment packages within procurement schedules. They can be used to represent, stages, zones, or anything else you might use to organise your work within a project.


Users will need the Create Package Groups permission to perform the following actions.


Create a new package group

To create package groups in Felix:

  1. Click New > Package Group using the top-right drop down
  2. Enter a Title for the package group
  3. Select a Colour to represent the package group
  4. Click Save 



Edit an existing package group

To update the details of an existing package group:

  1. Hover over the title
  2. Click the small down arrow that appears on hover
  3. Click Edit in the drop down menu
  4. Make the necessary changes
  5. Click Save


Restricting package group visibility

To restrict users from viewing particular package groups:

  1. Hover over the title
  2. Click the small down arrow that appears on hover
  3. Click Edit in the drop down menu
  4. Tick Restrict access to package group
  5. Click Add new permission
  6. Select a User or Team and Access Type
  7. Repeat the process for any additional permissions
  8. Click Save
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