OVERVIEW
How to Create a Main and Branch Work Package
Select 'Create Work Package'
Select 'Create Work Package'
This will create a parent/main WP with the reference 1.0
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 (Feature Flag) : Marks the WP as Internal and will not appear on proposal document blocks
S-Curve Select (Pro Feature) : Will set the S-curve for when baseline and forecasting on the project.
Key Milestone (Feature Flag) : 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
Branch Work Package Creation
Branch Work Package Creation
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
After a Branch has been created
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
WP Drag and Drop
WP Drag and Drop
You are able to readjust the WP order using the drag and drop function
Select the 4by4 dot grid then drag