How to Create and Manage Packages

Every package must belong to a package group.

Users will need the Edit Procurement Schedules permission to edit packages on the procurement schedule.

Creating a package

To create a package:

1. Make sure to create a package group first to create packages.
2. Double-click the cell which has a plus sign next to it.
3. Enter the package title.
4. Press the alt on your keyboard to save.

Another option to create a package is importing a CSV file that pre-creates a bulk number of packages simultaneously.

Viewing a package

To view a package:

1. Hover over the package title.
2. Click the small down arrow that appears on hover.
3. Select View from the dropdown menu. You can view the package details in full view.

• You can share the information of the package with other project team members by copying the link in your browser.

• You can leave comments in a package.

Editing a package

To edit a package:

1. Locate the package title you want to edit.
2. Double-click on the cell you want to edit.
3. Make the necessary changes.
4. Press the alt on your keyboard to save.

You can edit a package upon viewing it in full view.

Reorganizing a package

To reorganize a package:

1. Hover over the package title.
2. Click the small down arrow that appears on hover.
   • Select Move up from the dropdown menu if you want to move the package up.
   • Select Move down from the dropdown menu if you want to move the package down.

Deleting a package

To delete a package:

1. Hover over the package title.
2. Click the small down arrow that appears on hover.
3. Select Delete from the dropdown menu.
4. Click Delete to confirm the deletion.

Duplicating a package

To duplicate a package:

1. Hover over the package title.
2. Click the small down arrow that appears on hover.
3. Select Duplicate from the dropdown menu.