Data Blocks

On the Workspace tab of an opened installation work package, the work package details are contained within data blocks. Each data block is a set of columns grouped together based on categories of information. Data blocks help you to organize and manage all the columns on a page.

Data blocks are customizable, and can be viewed moved up or down in the register. Sort and filter data block information to organize your view. The information in each data block is displayed in a grid like format, maintaining a spreadsheet look and feel.

Add Data Blocks

Add Data Blocks

  1. From the Work plans/packages page, select a hyperlink under the ID Column for an installation work package (IWP).

  2. Once you are in an individual work plan, select the Workspace tab.

  3. From the Manage workspace slide out panel on the left, select data blocks to include in your workspace.

    Scroll up and down between the data blocks to view all your data blocks.

Navigate Data Blocks

Use the arrows at the top of your data block to view more columns associated with each data block that are not in the current pane.

The number of dots between the arrows represent how many panes are in that data block.

Manage Data Blocks

Context Menu

The Context Menu allows you to customize the order of columns in each data block. You can also use the Context Menu to add or remove columns from a data block.

Use the Context Menu

  1. On your data block, click on the Context Menu icon.

  2. Select Choose columns from the drop-down menu.

  3. On the resulting slide out panel, search by name or category for a column. Then, select your column from the list and click on the right arrow to add that column to your data block on the right.

    You can also drag and drop columns into your data block. Once in your data block, you can reorder columns by dragging and dropping.

  4. Repeat step three as needed. When finished, click Done.

Each type of data block has its own unique default settings. Default settings include specific locked columns and total number of columns and panels.

Resource Button

Uniquely named for each data block, the Resource Button allows you to add information or resources to your data block.

Daily Plan Icon

The Daily Plan icon is a shortcut that allows you to create daily plans directly from an IWP by selecting which details to include in a daily plan.

Clicking on this icon will open a slide out panel to the right where you can view the items you've selected to include in your daily plan and continue onto the creation window.

Add and Manage Data Block Contents

  1. On your data block, click on the Resource button to add an item.

  2. Rename your items by clicking on the item Description cell and entering a new name.

  3. Reorder your items by click on the item Step cell and adding or changing the order number.

    4. You can sort and filter your data block columns.

    Delete an item by selecting it then clicking on the red "x" to the right.

Pin Icon

The Pin icon allows to flag critical components that will hold up the start of the operation if not addressed. When pinned, an item will automatically appear under the Constraint Management tab of the Work plans/packages page. There, you can review and further manage all pinned items.

  • Notice that when you pin an item, the data block row turns blue

To unpin an item, go to the Constraint Management tab, and delete the item. Changing the status from "open" to "closed" will not unpin or remove the item from the Constraint Management tab.

You can also manually add constraints under the Constraint Management tab.

Completion Indicator

The Completion Indicator allows you to indicate which data blocks are completely planned.

As you check off data blocks, you can track your planning progress from the Planning Schedule tab on the AWP panel (Work plans/packages page of Plan Work Packaging).