How to Create and Manage Package Groups

Package groups are an organisational feature that allows 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 and Edit Package Groups permission to create and manage packages.

Creating a package group

To create a package group:

1. Click New > Package Group at the top right corner.
   
   
2. Enter a Title for the package group.
3. Select a Colour to represent the package group.
4. You have the option to restrict the access of a user or a team to a certain package group. Refer to How to Restrict Package Groups Visibility.
5. Click Save.
   
   

Editing a package group

To edit a package group:

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

Reorganising a package group

To reorganise a package group:

1. Hover over the package group 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 group up.
   • Select Move down from the dropdown menu if you want to move the package group down.

Deleting a package group

To delete a package group:

1. Hover over the package group 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.
   
   

Refer to How to Create and Manage Packages to create packages.