Packages

Package Group

A Package Group is simply a group of Planning Packages that can be added to an Initiative together via the Initiative's Packages page.

Add a Package Group

  1. Click on the icon of the “Package groups” panel,
  2. Complete the Package Group name and description,
  3. Check the “Active” box if this Package Group is active,
  4. Save.

Edit a Package Group

  1. Click on the icon for the wished Package Group in the “Package groups” panel,
  2. Edit the attributes,
  3. Save.

Delete a Package Group

  1. Click on the icon for the wished Package Group in the “Package groups” panel,
  2. Confirm that you want to delete this Package Group.

Package Pattern

A Package Pattern is a “template” of a Package that is part of a Package Group. It will be used to generate default value for the Packages that will be generated when adding a Package Group. Simply click on the Package Group to see all its Package Patterns.

Add a Package Pattern

  1. Click on the icon of the “Package patterns” panel,
  2. Complete the Package Pattern name, description and default color,
  3. Check the “Important” box if you want to flag this Package as important,
  4. Save.

Edit a Package Pattern

  1. Click on the icon for the wished Package Pattern in the “Package patterns” panel,
  2. Edit the attributes,
  3. Save.

Delete a Package Pattern

  1. Click on the icon for the wished Package Pattern in the “Package patterns” panel,
  2. Confirm that you want to delete this Package Pattern.

Package Type

An Package Type allows to characterize the nature of a Package. It defines also its color in the Gantt chart.

Add a Package Type

  1. Click on the icon of the “Package types” panel,
  2. Complete the Package Type name and color,
  3. Check the “Active” box if this Package Type is active,
  4. Save.

Edit a Package Type

  1. Click on the icon for the wished Package Type in the “Package types” panel,
  2. Edit the attributes,
  3. Save.

Delete a Package Type

  1. Click on the icon for the wished Package Type in the “Package types” panel,
  2. Confirm that you want to delete this Package Type.