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Click Schedule Management > Production Planning .
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From the work breakdown structure, select a WBS node and then click Options > Create work package.
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In the Overview section, specify all the required details.
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Work package weightage should not exceed 100%.
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You cannot select a future date as the actual start date of a work package.
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You can select the dates of a work package beyond the date and time range of project start and end dates respectively.
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You have created a work package and it is now in Not started state. The work package status will change to In progress once the progress is >0 and <100%.
The newly created work package will have black dotted line borders in the production planning timeline. It will be in this style until it is published from Production Planning > Scheduling.
To add an assignee
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Expand the Assignees > Work package assignees section.
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Click Add.
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Select a necessary option:
If you want to add |
Do this |
|
---|---|---|
Assignee |
1. |
Select Assignee. |
2. |
Select the person who you would want to assign the work package to and click Add. The assignee is listed in the Assignees section. |
|
Progress approver |
1. |
Select Progress approver. |
2. |
Select the person who you would want to add as a progress approver and click Add. The progress approver is listed in the Assignees section. You can add more than one progress approvers for a work package. |
To define dependencies
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Expand Dependencies section.
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Expand the Predecessors or Successors sections.
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To set a predecessor, click Add predecessor in the Predecessors section.
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To set successor, click Add successor in the Successors section.
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In the corresponding grid, click the Select a work package cell.
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Browse and select a work package or milestone from the list.
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Click Add.
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Specify the relationship and lag or lead in days and hours.
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If you want to specify lead duration, type a negative value for Lag, for example -10.
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You can add multiple predecessors or successors to a work package or milestone. To add more dependencies, click Add in the corresponding section.
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Expand Constraints section.
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Specify the constraint Type and Date as per the project requirement.
If necessary, attach documents and links to the work package
To add folders, documents, or links to the work package, expand Attachments and click Add.
If necessary, add comments to the work package
Comments are not private and cannot be deleted. Anyone who can see a work package can see all its comments.
To add comments to a work package, expand the Comments section. Type your command and click . Your comment is saved and appears in the Comments section.
Comments look like text messages, with the oldest message at the top.