Ensure that the progress hierarchy for the current configuration has been set before creating the workpack.
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Click File > New > Progress > Design Workpack Template in the Desktop Client.
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In the Details section, type a name for the new design workpack.
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Select the Contract.
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In the Options section, select the Active checkbox to set this workpack to active.
Once active, deactivating the workpack will require any documents registered to it to be unregistered.
Select the remaining options as required; see the table below.
Workpack Details tab
Detail |
Description |
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Type |
Shows the type of workpack template being created and cannot be edited. |
Contract |
Free entry - a contract for this workpack in the project template hierarchy. |
Options
The options selected here set the default options for any workpacks created from this template. These options can be overridden in the workpack.
Option |
Description |
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Active |
Sets the workpack to active. That is, it specifies whether documents can be registered in progress for this workpack. |
Allow automatic progress |
Indicates whether workpacks instantiated from this template will allow the automatic calculation of progress (%) for registered documents in each step. |
Automatic progress |
Specifies whether all documents registered for workpacks instantiated from this template will have the auto progress feature activated by default. This setting can be overridden on the deliverable. |
Allow downstream forecasting |
Indicates whether workpacks instantiated from this template will allow the automatic calculation of remaining forecast dates for the registered documents in subsequent steps. |
Downstream forecasting |
Specifies whether all documents registered for workpacks instantiated from this template will have the downstream forecasting feature activated by default. This setting can be overridden on the deliverable. Select to allow the future dates for workpacks instantiated from this template or any of the deliverables registered with it to be calculated automatically. |
Allow calculation override |
Indicates whether workpacks instantiated from this template will allow the user to manually override the calculated progress value for an individual step. |
Steps tab
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Click the Steps tab.
Add step option
Description
Before
Inserts a new step before the current selected step.
After
Inserts a new step after the current selected step.
Sub Step
Adds a sub step to the selected step. (You must create and select at least one step to make this button available.)
Parallel
Adds a parallel step.
Not currently supported.
Update
Allows the selected step description, weighting, and events to be updated.
Delete
Deletes the selected step.
View Events
Select a step and click View Events to see any events attached to the step.
Cannot be used to edit an event.
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Click Before to add the first step.
Each workpack must have at least two steps.
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Type a name and description for the step.
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In the Weighting(%) box, type a weighting for the step (as a percentage).
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If the step will be a construction step, select the Construction step checkbox.
(A construction step must be completed during the construction period, between the construction start and end dates.)
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To attach an event to the step, click Events.
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In the Event box, select an event from the list.
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If progress accrual based on this event should only occur conditionally, select a Condition from the list.
Events Configuration option
Description
Event
Select the event for which progress accrual is required.
Condition
Select the condition that must be met for the step to accrue progress.
Percentage progress for step
Indicate what portion of the step will be completed this event being fired. That is, if the step is 50% complete once the selected event is fired, enter 50 in this box.
Add
Enters the event in the list below.
Remove
Deletes the event selected in the list below.
Selected Events
A list of the events that have been added to the step or sub step.
New conditions can be added to the list using File > New > Conditions in the Desktop Client.
Time Strings tab
The Time Strings tab allows you to create or modify the time strings for a workpack template. If the workpack template will use time strings to calculate downstream dates, create a time string on the Time Strings tab.
A time string is the time between the steps in days (that is, a collection of durations). The numbers assigned to each step represent the number of days expected between the end of the step and the end of the following step. This table includes columns for the name and description of the time string and for each step defined for the workpack.
Typically, time strings are based on the document types. Different document types require different times to go through the steps. For example, a design document may need several weeks to progress, whereas a tower document may only need a few days. For more information about timestrings, see Create a new design workpack.
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Click on the first blank row to create a new time string.
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Enter a name and description for the time string.
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In each step column, enter the number of days between the end of the step and the end of the next step.
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The last step is automatically set to 0 and cannot be edited.
To create another time string, click the next blank row, and repeat the above procedure.
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Click OK to create the template and exit the form.
It is possible to create additional time-strings during deliverable registration. Any number of time strings can be defined for a workpack, including none. For each defined time string, a duration must be entered for each production step of the workpack. The duration set in each time string for the last production step for a workpack will always be 0 man days.