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Create a lifecycle package using the wizard

Use the lifecycle item wizard to define a new package, set its location, link a quality plan and assign an installing contractor.

Audience

This guide is designed for project manager.

Steps​

Step 1: Choose the package type​

Select the discipline for the new package from the Package type drop-down so the system can seed the correct ITP template list.

Choose the package type

Step 2: Specify where the package sits on the project​

Use the Location / Zone picker to choose or add the area of the project where this package will be installed.

Specify where the package sits on the project

Pick the ITP template for this discipline so that all components in the package inherit the correct quality plan.

Link the quality plan

Step 4: Assign the installing contractor​

Choose who is responsible for installing the package so the correct team is associated with future activities and records.

Assign the installing contractor

Last updated: 2026-07-14