Trust CentreRoadmapStatusLogin

Packages

Who can use this feature?

All project users can create & own Packages.

Project Admins can edit and archive Packages.

Packages give you a flexible way to organise your Tasks without changing the project’s core structure. While the Folder tree typically remains the shared backbone of the plan, Packages let anyone group Tasks by whatever makes the most sense for delivery: zones, trades, phases, disciplines - you decide.

They’re easy for anyone to create, drag into a custom order, and use to shape views that are more practical for how you plan and build.

Creating Packages

Packages can be created at any time while planning. Just give it a name and you're ready to start grouping Tasks in a way that works for you.

To create a Package from the Gantt:

  • Make sure that your is set to Package

  • An option to Create Package will appear on the Gantt

  • Click this and give your new Package a name

How Packages Work

  • Once a Package is created, it becomes available to everyone on the Project

  • Any user can assign their Tasks to an existing Package

  • A Task can only belong to one Package at a time

  • Packages are seperate from the Folder structure - assigning a Package does not change where the Task sits in the WBS

  • Each Package has a Name and an automagically generated Code to help distinguish between similarly named Packages

  • Archived Packages will no longer be available to add to tasks but will still exist on tasks it was assigned to before the Package was archived

Adding Tasks into a Package

Once your Packages are set up, it's easy to start using them. Add new Tasks straight into a Package, or update existing Tasks to move them into the right Package.

Move existing Tasks into a Package:

  • On the Gantt, open the column picker and toggle Package

  • Click the Package cell for your task & select a Package from the dropdown menu

  • Alternatively, use drag and drop to move a Task into a Package

Package Properties
Property
Description

Name

Descriptive name given to the Package

Package Tag Colour

User-selected colour to represent the Package

Owner

User that is accountable for the Package

Start

Start date of the first Task within the Package

End

End date of the last Task within the Package

Assigned to

User(s) that have been assigned to all Tasks inside the Package

Notes

Additional text notes that can be attached the Package

Comments

Thread of communications on the Package

Documents

Documents that have been uploaded and attached to the Package

Group By Package

Group by Package gives you a simple way to lay out your plan around the Packages you're using. This is possible across all View types, but let's start by looking at Group By Package on the Board.

To Group By Package on the Board:

  • Open a Board View

  • Click

  • Select Package

  • Optionally, select a different Primary Group, and select Package as the Sub-Group

Packages are flat and do not allow for sub-packages to be created. If you need more hierarchy, it's best to use Subfolders to build out your plan.

Reorder Packages

Change the order of Packages in your Plan by dragging and dropping them.

To reorder Packages:

  • Hover over the Package you want to move

  • Use ⋮⋮ to drag your Packages in the order in which you want them to be displayed

  • Drop the Package to a new location

Package Order Behaviour

  • The Package order is unique to each user, so moving them has no impact on how other users view them in the plan

  • For each View, you have have a custom Package order

Filter by Package

Apply a Package filter to see only the Tasks sitting in specific Packages in your Project .

To filter by Package:

  • Click and

  • Select Package in the first dropdown

  • Select from Is, Is Not, Is Empty or Is Not Empty in the second dropdown

  • Select your desired Package in the third dropdown

Filter Breakdown
Filter
Operator
Value

Package

Is Is Not Is Empty Is Not Empty

Multi-Select

Last updated

Was this helpful?