Managing Packages
A package is a collection of interventions, and corresponds to an OP Project.
An intervention corresponds to an OP Cost Line.
Interventions are limited to one worktype and commissioning date, where a package can contain multiple worktypes over several different interventions.
Some outputs are grouped into packages, such as Delivery Reporting and CapEx package reports.
The profile selected for a package may be impacted by the volume for the whole package.
If an intervention belongs to a package, it can be identified in two ways:
- The intervention name is bold in the interventions calendar
- The package name is displayed when hovering over a intervention timeline
Editing Single Interventions
Adding Interventions To A Package
From any calendar view, select a intervention and click Edit Intervention
Click Add To Package in the Edit Intervention modal, then enter a package name.
To add the intervention to an existing package, click on the package name from the results list.
The package field will show add to existing to confirm the intervention is being added to an existing package.
To create a new package, enter a new package name.
The package field will show create new to confirm a new package is being created.
To save changes, click Save.
Removing Interventions From A Package
From any calendar view, select an intervention and click Edit Intervention.
From the Edit Intervention modal, click Cancel on the package field.
This will remove the intervention from the current package.
To save changes, click Save.
Bulk Organise Interventions Into Packages
From the sidebar, select Management followed by Workbank Packages
From the Workbank Packages list, select Add Packages from the menu bar.
On the Add Package modal, enter a package name and description (if required).
In the available projects section, search for any projects to be included in the package and click the project name to add them to the package.
Once all projects have been added, click Save to create the new package.
Filters can be added to the available projects section to make it easier to find projects.
Any images contained within this documentation are for demonstration purposes only. Condition and Renewal information have been generated specifically for this purpose and do not reflect the assets true status.