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How can I add workpackages in the communication?

In this article, you will learn how to manually add workpackages to your project. This feature is useful for incorporating additional disciplines or for combining disciplines when assigning work to a subcontractor.

What will you find in this article?

  • Creating a new workpackage: The steps to manually add an item.

  • Coding and naming: How to make the workpackage recognizable.

  • Checking the system: What to do if the correct code is not available.

Summary

You add workpackages manually via the 'New Workpackage' button in the communication overview. Here, you specify a code and a subject. If the available codes are incorrect, you must adjust the classification system in the project data.

Prerequisites and Target Audience

This article is intended for project planners who want to refine the structure of their request for proposals. You must be working within an active project in the communication overview.

Adding workpackages manually

You can add an additional discipline or create a combined workpackage at any time. The latter ensures that a subcontractor working in multiple disciplines receives only one consolidated Request for Proposal.

  1. Go to your project’s Communication Overview.

  2. Click the New Workpackage button (1).

  3. Enter the desired code for the workpackage (2).

  4. If desired, change the workpackage’s subject to a name of your choice (2).

  5. Save the workpackage to make it immediately visible in your overview.

System Information and Coding

The available codes for your workpackages depend on the chosen classification system (such as NL-SfB or STABU).

  • Incorrect classification system: Don’t see any codes or the wrong codes when adding?

  • Solution: Go to Project Details and check whether the correct classification system is selected for this project. Adjust this to activate the correct dropdown list in the communication overview.

Frequently Asked Questions (FAQ)

Question: Why should I combine workpackages? Answer: By combining workpackages into a single new item, you prevent a subcontractor who performs multiple disciplines from receiving separate requests. This keeps your communication organized.

Question: Can I change the name of a workpackage later? Answer: Yes, when adding a workpackage and in the subsequent settings, you can always customize the name to your liking, regardless of the coding used.

Troubleshooting

  • Symptom: The list of codes is empty when creating a new work package.

    • Cause: No coding system is linked to the project in the basic settings.

    • Solution: Navigate to 'Project Details' and select a default classification system.

  • Symptom: The newly created work package does not appear in the list.

    • Cause: A filter may be active in the communication overview, causing new (empty) work items to be hidden.

    • Solution: Check your filter settings under 'View' and ensure that all workpackages are displayed.