Ensure that the progress hierarchy for the current configuration has been set before creating the workpack.
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Click File > New > Progress > Activity Workpack Template in the Desktop Client.
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In the Details section, type a name for the new activity workpack template.
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Select the Contract.
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In the Options section, select the Active check box to set this workpack to active.
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Once active, deactivating the workpack will require any documents registered to it to be unregistered.
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Some of the options are set in the Progress options form and cannot be selected here. See Configure progress options.
Workpack Details tab
|
Detail |
Description |
|---|---|
|
Type |
Shows the type of workpack template being created and cannot be edited. |
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Contract |
Free entry - a contract for this workpack in the project template hierarchy. |
|
Option |
Description |
|---|---|
|
Active |
Sets the workpack to active. That is, it specifies whether documents can be registered in progress to this workpack. |
|
Allow automatic progress |
Indicates whether this workpack will allow the automatic calculation of progress (%) for registered documents in each step. Set in the progress options form. Cannot be set in this form. |
|
Automatic progress |
Specifies whether all documents registered for this workpack will have the auto progress feature activated by default. Set in the progress options form. Cannot be set in this form. |
|
Allow downstream forecasting |
Indicates whether this workpack will allow the automatic calculation of remaining forecast dates for the registered documents in subsequent steps. Set in the progress options form. Cannot be set in this form. |
|
Downstream forecasting |
Specifies whether all documents registered for this workpack will have the downstream forecasting feature activated by default. Set in the progress options form. Cannot be set in this form. |
|
Allow calculation override |
Indicates whether this workpack will allow the user to manually override the calculated progress value for an individual step. Set in the progress options form. Cannot be set in this form. |
Steps tab
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Click the Steps tab.
Add step option
DescriptionBefore
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 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.
Return Codes
A return status code indicates the reason that a document is being returned to its originator and reflects an approval or rejection of the document.
Every step except the first one must have a return code.
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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 check box.
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The first step does not have a return code.
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A construction step must be completed during the construction period, between the construction start and end dates.
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Click After to create the second step.
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Type a name, description, and weighting for the second step.
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Click Return Codes.
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In the Return code box, select a code from the drop-down list.
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Click Add to add the code to the Selected return status codes list.
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Click OK.
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Add any further steps and their return codes.
The weighting of all the steps must equal 100%.