View and manage company packages
Use the Packages tab on a company to review all related packages, their status and progress, and jump straight into any package workspace.
This guide is designed for project manager.
Steps
Step 1: Open the company stakeholder record
Navigate to the Stakeholders area and open the company whose packages you want to review; the detail view opens with multiple relation tabs.
Step 2: Switch to the Packages tab
Select the Packages tab in the company detail view to load all packages linked to that company via the by-company endpoint.
Step 3: Review overall package completion
At the top of the Packages tab, check the completion progress indicator to see how many of the company’s engaged packages are complete.
Step 4: Scan package list and status pills
Scroll through the list of packages; for each row, review the package title, its worklist status pill (Completed, Overdue, In progress, Not started or Cancelled), and the completion meta on the right.
Step 5: Check package stage and RAMS details
For any package, look at the secondary line under the title to see its current stage and the number of RAMS associated with that package for the company.
Step 6: Focus on packages needing action (attention view)
If opened from an attention signal, review the filtered list showing only overdue packages that need action, using the Overdue status pills as a guide.
Step 7: Clear the attention filter to see all packages
Use the clear filter control on the tab to remove the attention-only filter and return to the full list of packages for the company.
Step 8: Open a package workspace from the list
Click any package row to navigate directly to that package’s workspace detail page for more in-depth management and updates.
Last updated: 2026-09-01