WORKPACKS Screen

On the WORKPACKS screen, you can perform the following actions:

Check Schedule by Workpack

In the top half of the WORKPACKS screen, you can see a list of workpacks with their details and a Gantt chart that shows the start and end date for each workpack in a calendar form.


On this screen area, you have the following options:

  • Add, edit, or delete workpacks: See Workpacks.

  • Change calendar granularity: Use the Monthly, Quarterly, Half Yearly, or Yearly toolbar buttons to adjust the time scale. For example, selecting Monthly displays one column per calendar month.

  • Go to Today: Scrolls the calendar to the current date. This button is inactive if the calendar does not cover today’s date (because all your workpacks are in the past, or all your workpacks are in the future, or no workpacks have start/end dates).

  • Go to Workpack: Scrolls the calendar to the start date of the selected workpack. If multiple workpacks are selected, it scrolls to the last one selected.

Tip

Use the grid Grouping functionality to group and filter workpacks. It is a quick and easy way to drill down to the workpacks that you are particularly interested in reviewing. By default, this grid is grouped by Revision.

If you select a workpack in the list, the tasks included in the workpack is displayed on the Tasks tab in the bottom half of the screen. For more information, see Tasks.

Workpack Toolbar

Toolbar Option

Description

Add

See Create Workpacks Manually.

Edit

See Edit Workpacks.

Delete

Deletes the selected workpack.

Monthly/Quarterly/Half Yearly/Yearly

Allows you to choose the ‘resolution’ of the grid. For example, if you select Monthly, there will be one column for each calendar month.

Go to Today

Scrolls the calendar to the current date. This button is inactive if the calendar does not cover today’s date (because all your workpacks are in the past, or all your workpacks are in the future, or no workpacks have start/end dates).

Go to Workpack

Scrolls the calendar to the start date of the selected workpack. If multiple workpacks are selected, it scrolls to the last one selected.

Connections

See Connections.

Import

See Import.

Export

See Export.

Customise

See Customise.

Reports

See Reports.

Report Table Sources

To extract workpack data into a report template, use the System Table titled Workpack as the primary Table Source. For more information see Configure Report Templates.