On the Work Packages tab of the Work plans/packages page, select the hyperlink ID of your installation work package.

From the Installation work package page, select the Workspace tab.

Select the View menu and change your view to your previously created viewset (see General Navigation).

In the Work sequence data block, add work sequence steps by clicking on the Resource button and enter details for your project.

In the Labor data block, add labor by clicking Add labor from resources and enter details for your project.

In the new dialog box's Project Resources tab, search for employee names and click the Add icon and enter details for your project.

You can search based off any of the fields associated to the employee (e.g., Employee ID, Trade). 

You can add multiple employees at a time in this dialog box. Only employees who can be added to daily plans will show up in the drop-down selection – See your Account Administrator if you do not see an employee.

You can also add generic labor from assigned WBSs in the Estimate/Control Resources tab. You must first add a component associated with the appropriate WBS to the IWP.

In the Equipment data block, add equipment by selecting Add equipment from resources and enter details for your project.

You can also add generic equipment from assigned WBSs in the Estimate/Control Resources tab. You must first add a component associated with the appropriate WBS to the IWP.

In the Activity Components data block, add equipment by clicking Add Activity components by WBS and then entering details for your project.

A component can only be present in one package at a time. It cannot be in both the CWP and its child IWP due to percent complete tracking purposes.

If the work package is assigned to a work area, the activity component's location is updated to the work area in Quantity tracking and can no longer be changed in that module.

On the Breadcrumbs bar, select Work packaging to go back to the Work plans/packages page and view your completed work plan and work package.