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Managing Packages

Packages come from a shared catalog: you add existing packages to the project, or create a new package and add it.

Add packages to the project​

  1. Click + Add in the toolbar. The Add Package to Project panel slides in:

    Add Package to Project

  2. The list shows the catalog packages not yet on this project. Use the search box to find one.

  3. Tick the checkboxes of the packages you want.

  4. Click Add to Project. The selected packages appear in the project's list.

Create a new package​

  1. In the Add Package to Project panel, click + New:

    Create Package form

  2. Fill in:

    • Package Name (required) — e.g. Foundation Works.
    • Abbreviation (required) — the short code, e.g. FW.
    • Description (optional) — a brief scope description.

  3. Click Create. The new package is created and can be added to the project.

Remove a package from the project​

Hover the package's row in the list and click Remove. This removes the package from the project — records already assigned to it keep their history, but the package is no longer offered for new records.