Manage package details in the workspace
View and manage all key information for a package using the tabs in the package detail view.
This guide is designed for project manager.
Steps
Step 1: Open the package detail view
Navigate to the relevant package in your workspace and open its detail page to see the package header, progress bar, and tabbed navigation.
Step 2: Review overall package progress
Check the package completion bar at the top of the page to understand current progress, key dates, and any indicators related to cost or status.
Step 3: Browse package components
Select the Components tab (with the boxes icon) to view the list of items included in the package, along with their current status.
Step 4: Manage the package programme
Open the Programme tab (with the calendar icon) to review the package programme, adjust dates where allowed, and use the programme picker to switch or update programme views.
Step 5: Review RAMS and ITP information
Use the RAMS & ITP tab (with the shield icon) to review any method statements, risk assessments, and inspection test plans linked to the package.
Step 6: Track procurement status
Select the Procurement tab (with the shopping cart icon) to monitor procurement activities, such as order statuses and related milestones for the package.
Step 7: Monitor quality and handover items
Open the Quality tab (with the clipboard icon) to review quality checks, handover readiness, and any related quality documentation for the package.
Step 8: Access linked documents
Scroll to the Linked documents section and use the document list to open any associated files; selecting a document navigates you directly to its detailed view.
Step 9: Refresh calculations and package data
Use the Recalculate or Refresh actions (with the circular arrow icon) when available to update completion statistics and ensure the package data reflects the latest changes.
Step 10: Create or review handover information
When enabled, use the handover controls within the relevant tab to initiate or review a package handover, ensuring all necessary information and documents are in place.
Last updated: 2026-08-02