Packages are groups of work that represent something that is being delivered on site. They are intentionally open and flexible to allow teams to create plans that work for them. Packages can be used to represent things like “Bridge 1” or “Level 2 Fitout” but can equally be more generic, such as “Design” and “Subcontracted Works”.
Package Roles
Package Roles are unique to Packages on a Project and control a User's permissions to edit the Package, and all work within the Package. There are three Package Roles that enable different members of the team to interact with the Package and all work within the Package to varying degrees.
Package Owner | Package Owners are Users who are accountable for building and readying work in the plan. This is typically the Engineer on the project who is responsible for this section of work in the plan. |
Assigned To | Packages can be Assigned To Users who are responsible for delivering and updating work in the Package. This is typically Assigning users to a Package will automatically Assign the user to all current tasks within the Package as well as any future task created in that Package. |
Package Permissions
A user's ability to edit a Package are impacted by their Package Roles and its Permission setting.
Locked Packages
Packages are locked by default, allowing the Owner to control the information that is communicated within it.
Package Owner/ Project Admin | Assigned To | No Package Role | |
Create Tasks in Package | ✔️ | - | - |
Delete Package | ✔️ | - | - |
Update Package Owner | ✔️ | - | - |
Make Package Public | ✔️ | - | - |
Update Package Assignees | ✔️ | ✔️ | - |
Add Package Comments | ✔️ | ✔️ | ✔️ |
Update Package Documents | ✔️ | ✔️ | - |
Update Package Notes | ✔️ | ✔️ | - |
Public Packages
Packages can be made Public, allowing any Project Contributors to edit it.
Package Owner/ Project Admin | Assigned To | No Package Role | |
Create Tasks in Package | ✔️ | ✔️ | ✔️ |
Delete Package | ✔️ | - | - |
Update Package Owner | ✔️ | - | - |
Make Package Private | ✔️ | - | - |
Update Package Assignees | ✔️ | ✔️ | ✔️ |
Add Package Comments | ✔️ | ✔️ | ✔️ |
Update Package Documents | ✔️ | ✔️ | ✔️ |
Update Package Notes | ✔️ | ✔️ | ✔️ |
Package Properties
Package Properties are the information assigned to Packages in the plan. Some Properties, such as the Package's Start Date and End Date, will be determined by the Tasks assigned to it, whereas other Package Properties are editable and will be determined by the User that creates the Package (e.g. Name and Owner).
Name | The descriptive name give to the Package |
Start | The start date of the first Task within the Package |
End | The finish date of the last Task within the Package |
Owner | The User that created the Package |
Locked | Only the Owner can use the Package |
Public | All users can use the Package |
Assigned to | The User(s) that have been assigned Package permissions, these vary based on their Project Role |
Task | The name of the Tasks assigned to the Package, with their End date and |
Notes | Additional Notes that can be attached the Package |
Comments | A thread of communications on the Package |
Documents | Documents that have been uploaded and attached to the Package |