Daily use: the list and the work package card

Daily use: the list and the work package card

This guide covers the daily use of work packages: how you find packages in the list, create a new package, and work in the work package card – with tags, tasks, progress, deviations, signing and progress views.

TABLE OF CONTENTS

• The work package list
• Creating a work package
• The work package card
• Phase and priority
• Tags, tasks and progress
• Deviation points in the package
• Signing
• Com and MC packages
• Gantt
• Order linking

The work package list

The list shows the work packages in the project area, with sorting, pagination and free-text search. The filters follow the same structure as the tag list:

Creating a work package

The work package is created with type, customer and system. It automatically gets a sequential number from a number series that is specific to each project area, so that the numbering is continuous within the area.

The work package type determines how the package behaves – among other things how tags and documentation are pulled in, and which transmittal type is used when transmitting.

Click "Create new work package" and fill in the information.

The work package card

The card is divided into tabs:

The distinction between the three file types is worth noting: own files are uploaded directly onto the package, task files come from the work done on the tags and are pulled in automatically, and incoming files are documentation received from others – typically from a subcontractor or from the client.

Phase and priority

The work package is placed in a completion stage:

In addition, a priority is set – low, normal, high or critical – which governs the order when there is more work than capacity.

NOTE: The phases are the classic division in industrial and construction projects. Businesses that do not work this way usually use only the first stage.

Tags, tasks and progress

The tags are added to the package, and their tasks and checklists thereby become the package's work. The progress is calculated from the requirements on the tag types, with the weighting the requirements were given in the setup. A heavy final inspection thus counts for more than a simple self-inspection, at package level too.

This means a package number can answer «how far have we got with room 214» without anyone having to count forms manually.

Deviation points in the package

The deviation points registered on the tags in the package are shown on the package card. This is where you see what actually stands in the way of handover – especially the A deviations, which must be rectified before further progress.

Signing

The work package can be signed digitally, with the same signature roles used on checklists. Who can sign in which role is governed by user groups.

Com and MC packages

Businesses that follow NORSOK Z-007 organise the delivery into MC packages for mechanical completion and Com packages for commissioning. The work packages are linked to these, and the list, the Gantt view and the status reports can all be grouped at package level.

Gantt

The Gantt view shows the packages on a timeline. It comes in three variants – by phase, by MC package and by the tasks in the packages – so that the progress can be read from whichever angle is relevant.

Order linking

Where the business links orders to work packages, the package can be tied to the order so that the delivery and the invoicing are connected.