Create a new activity workpack - SmartPlant Foundation - IM Update 48 - Help - Hexagon

Ensure that the progress hierarchy for the current configuration has been set before creating the workpack.

An activity workpack may be created from an existing template or created manually.

• To create from a template, right-click the template in the Desktop Client, and click Create Workpack on the shortcut menu.

To create a new design workpack:

1. Click File > New > Progress > Activity Workpack in the Desktop Client.

2. In the Details section, type a name for the new activity workpack.

3. Select the Contract, Area and Unit.

4. In the Options section, select the Active check box to set this workpack to active.

   

   • Once active, deactivating the workpack will require any documents registered to it to be unregistered.

   • Some of the options are set in the Progress options form and cannot be selected here. See Configure progress options.

5. Select the Progress Updated and Include in rollup check boxes as required.

Workpack Details tab

Steps tab

1. 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 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.

2. Click Before to add the first step.

   Each workpack must have at least two steps.

3. Type a name and description for the step.

4. In the Weighting(%) box, type a weighting for the step (as a percentage).

5. If the step will be a construction step, select the Construction step check box.

   

   • The first step does not have a return code.

   • A construction step must be completed during the construction period, between the construction start and end dates.

6. Click After to create the second step.

7. Type a name, description, and weighting for the second step.

8. Click Return Codes.

9. In the Return code box, select a code from the drop-down list.

10. Click Add to add the code to the Selected return status codes list.

11. Click OK.

12. Add any further steps and their return codes.

The weighting of all the steps must equal 100%.

Plan Details tab

The Plan Detail tab is used to set the start and end dates for the workpack. It is also used to enter the man hours.

1. Click on the Plan Details tab.

2. In the Dates section, enter the Plan Start and End dates.

3. Enter the Float and Construction Start and End dates if known.

4. In the Man hours section, enter the Budget and Unapproved man hours.

   Dates option	Description
   Plan	Planned start and end dates of the workpack.
   Float	Dates by which the plan must be started and finished, including any available slip time. The float overrides the plan's dates. When a deliverable is first registered, the system checks to see if it is within the plan dates. If it is not, it then checks to see if it is within the float dates.
   Construction	The dates on which construction is scheduled to start and finish. If the construction flag is set on a step, then its date on any deliverables must fall within this window. The Construction Start and Construction End dates must be within the defined Plan Start and Plan End dates.
   Replan	Activated when the workpack is in replan mode. Use to enter revised plan start and end dates rather than changing the original dates entered for that value.
   Construction replan	Activated when workpack is in replan. Use to enter revised construction plan start and end dates rather than changing the original dates entered for that value.

• Budget man hours - These figures are maintained based on the allocated man hours for the workpack and the weighting and level of completion of the deliverable

• The approved and unapproved man hour entries can be a negative value.

  Example: If budgeted man hours are 1000 and another 1000 hours have been requested but only 600 of these have been approved, the form would display:

  

See Also

New Activity Workpack dialog box