Creating a Work package
Creating a Work package
You can create two types of work packages; a Parent work package and sub-work package
To create a parent work package Select 'Create Work Package'
Enter the fields for the work package:
Title : The WP title
Prepared by : The user that is in charge of this specific WP
Scope : WP Scope details
Input : WP Input details
Internal : Marks the WP as Internal and will not appear on proposal document blocks
S-Curve Select : Will set the S-curve for when baseline and forecasting is activated on the project.
Key Milestone : Mark the WP as a key milestone
Start/End date : The Planned schedule for the WP (If you add child/branch WPs you don't need to add the date for the main WP)
Deliverables : Deliverables for this specific WP
Note that if you have added resources to a Work package you can no longer create a branch
Select 3 dots of the WP you want to create a branch for
Select Add Work Package - the details will change to blank
Enter the Branch Work package details then create
The Start and End date for the Main WP will now be determined by the branch work packages
You can create as many branch WPs as needed
Managing an Existing Work package
Managing an Existing Work package
Select the dot grid on an existing work package then drag to another location to reshuffle the order
Importing a Work package
Importing a Work package
Select the 3 dots of the WP the import should appear under
Select Import work package(s)
Find the Record you want to Import WPs from
Select the WPs from the Record you want to import by clicking the boxes
Tick or Untick what resources you would like to import along with the WP
Once completed select Import
Team Resources
Team Resources
Select the Team Resource Icon on a Work package
Select Add team resource
Select the rate table (created within the selected contract)
Select the resource, this will give you a base charge rate (taken from the charge rate in the contract)
Add a markup via $ or % (If you have entered a markup on the contract this will auto populate)
Add the resource units
Asset Resources
Asset Resources
Select the Equipment or Software Icon on a Work package
Select add Equipment/Software
Select the Resource and rate
Add a markup via $ or % (If you have entered a markup on the contract this will auto populate)
Add the Asset units
Expenses
Expenses
Select the Expenses Icon on a Work package
Select add expense
Add the Expense type and Details
Add the Base rate
Add a markup via $ or % (If you have entered a markup on the contract this will auto populate)
Add the expense units
Purchase Costs
Purchase Costs
Select the Purchase Cost Icon on a Work package
Select add purchase costs
Select the Supplier
You can choose an 'unknown' supplier and specify when raising a PO on the Project
Select 'Create a cost'
Refer to the Recurring cost article to learn how to create a recurring cost
Enter a cost description if required
This is an internal description and will not appear again after the proposal is won
Add the Unit Cost
Add a markup via $ or % to adjust the price (If you have entered a markup on the contract this will auto populate)
Add Purchase/Invoice Tax if required
This will add a tax markup to either the Purchase order or Invoice
Add the cost units
Milestones
Milestones
Select Milestones
Select Add Milestone
Add the Milestone name and Amount
Milestones can be created and updated at the Project stage as well
Markups
Markups
Select the Markup Icon on a Work package
Select add Markup
Add the Markup name
Select where the Markup should be applied
Entire Work Package : Will apply to the all resource on the Work Package selected
Roll-up Budget : Will apply to whole Work Breakdown Structure
The other options will apply to all Resources of the selected type for the whole Work Breakdown Structure
Add an additional markup with either $ or % (If you have entered a markup on the contract this will auto populate)
Work Package Summary
Work Package Summary
Select the Work Package Summary Icon on a Work package
Review the Cost and Price Summary for the Work Package
