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The Package Items tab displays consolidated table views into the package’s assemblies and parts. By default, the package’s Assemblies display in the top table and the Parts display in the bottom table. In addition, each assembly can be expanded to display its parts. Each table displays information based on the default report or a custom report. The parts table can be further filtered by parts in an Assembly or Loose parts.



Filters

  1. Filters

    1. Project - The project name.

    2. Model - The model name.

    3. Package - The package name. This does not include the package number.

    4. Tracking Status Processor and Group - If a Processor has been selected for package, the Processor (Ex. Duct Shop) and Tracking Status Group [Shop] will display to the left of the Tracking Status. 

    5. Tracking Status - The current package tracking status.

    6. Category - The Package Category.

    7. Show - Show controls the data tables (All, Assemblies, or Parts) that will display on the page.


      1. All

        1. Assemblies data table - Displays a data table for the package’s Assemblies. Note: Any assembly can be expanded to display its parts.

        2. Parts data table - Displays a separate data table (below) for the package’s Parts.

        3. Reports - Displays the Assembly Report and Part Report option lists.

      2. Assemblies

        1. Assemblies data table - Displays a data table for the package’s Assemblies. The package’s Parts table does not display. Note: Any assembly can be expanded to display its parts.

        2. Reports - Displays the Assembly Report and Part Report option lists.

      3. Parts

        1. Parts data table - Displays the data table for the package’s Parts. The package’s Assemblies table does not display.

        2. Part Report drop-down lists - In the Report selection row, the Assembly Report and Part Report option lists both display if All is selected under Show.

        3. Show- When Parts is selected under Show, the Show drop-down list displays and provides users with options for how the parts display:

          1. All - All parts in an assembly and loose parts will display.

          2. In Assembly - Only parts that are included in an assembly will display.

          3. Loose - Only loose parts (not included in an assembly) will display.

        4. Report - Displays the Part Report option list.

    8. Search - Search text fields in the Items list.

Assemblies Table

  1. Assemblies table (If Shown)

    1. Assembly Report - The selected report is used to display the package’s assemblies.

      1. Default - By default, the Default Assembly Report will display. This report is not editable and includes the following columns.

        1. Expand/Collapse - The first column includes an expand/collapse button. When expanded the assembly parts will display within the selected Part Report.

        2. Assembly Name - The Name of the Assembly and a link to the Assembly in the Assemblies > Viewer tab. The list of assemblies are ordered alphabetically.

        3. Parts - The total number of parts in the assembly.

        4. Hours - The total number of actual hours applied to the assembly.

        5. Status - The current Status of the assembly. Edit that status by clicking the status name link. The current Tracking Status for the Package displays in the package filter row. Individual package assemblies will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not.


          1. Note: The ability to select multiple assemblies and change their status simultaneously has been removed. Let us know if that feature was useful.

        6. Tasks - If a Task Definition has been defined, the tasks associated with the assembly will display. Each task can be clicked to change from red (To Do) to green (Done).

        7. Attachments - Attach a file to the assembly record.

          1. Note: Attachment to a part can be viewed when the part is selected under Model > Viewer > Actions > Attachments.

        8. Remove - To delete an assembly from the package, click the Remove button. The selected assembly will be removed from the package and will be available to add to another package within the same package category.

          1. Note: Only loose parts can be removed from a Package, therefore, there is no option to remove a part from an Assembly in the Package’s > Items tab. See the Assembly > Viewer article for removing a part from an assembly.

      2. Custom Reports - Additional custom reports display in the Report drop-down list where under Admin > Company > Reports the report:

        1. Item Type = Assembly

        2. Package Viewer = checked

      3. Filter / Sort the data table

        1. Filter - Click the Filter icon in the column header to Filter the list.

        2. Sort - Click the arrows in the column header to sort the list by the column.

Parts Table

The Parts data table display a list of parts included in the package.

  1. Parts table (If Shown)

    1. Default - By default, the Default Parts Report will display. This report is not editable and includes the following columns.

      1. Description - The Description field is extracted from the part’s AutoCAD/Revit database.

      2. Assembly Name - The name of the assembly to which the part belongs. Loose parts will not have an assembly name.

      3. Hours -

      4. Status - The current Status of the Part. Edit that status by clicking the status name link. The current Tracking Status for the Package displays in the package filter row. Individual package parts will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not.

        1. Note: The ability to select multiple assemblies and change their status simultaneously has been removed. Let us know if that feature was useful.

      5. Remove - To delete a package part, click the Remove button. The selected part will be removed from the package and will be available to add to another package within the same package category. Note: In the Items tab, a part cannot be removed from an assembly that is included in a package.

    2. Show - See the Filters section above.

    3. Custom Reports - Additional custom reports display in the Report drop-down list where under Admin > Company > Reports the report:

      1. Item Type = Part

      2. Package Viewer = checked

    4. Filter / Sort the data table

      1. Filter - Click the Filter icon in the column header to Filter the list.

      2. Sort - Click the arrows in the column header to sort the list by the column.

Tracking Status

The current Tracking Status for the Package displays in the package filter row. Individual package parts or assemblies will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not. Go to the Tracking tab to change the tracking status as needed. When you return to the Items tab, refresh the page to display the changes.

Tracking Status Group and Processor

If a Processor has been selected for package, the Processor (Ex. Project Management) and Tracking Status Group [Office] will display to the left of the Tracking Status. 

Filter to any text in the Items list by entering it in the Search text box.

Filter / Sort the Item List

  • Filter - Click the Filter icon in the column header to Filter the list.
  • Sort - Click the arrows in the column header to sort the list by the column.

Move Up/Down Arrows

Use the Move Up/Down arrows to override the sort order.

Type

The Type can be a Part or Assembly.

Name / Description

The Name / Description for an Assembly provides the Name of the Assembly and a link to the Assembly in the Assemblies > Viewer tab. For a Part, the Name field of the part will display.

Number(s)

The Numbers for an Assembly displays all of the part Item Numbers for the assembly. For a Part, the field displays the part's Item Number.

Task Workflow Assignment

A Task Workflow is an optional feature where a task sequence can be assigned to a package.  When a task workflow is used, one or more tasks are added to a Kanban board where tasks are managed as To Do, In Progress, or Done.  In order to use this feature, Task Workflows need to be defined under Admin > Company > Task Workflows. See the Task - Categories, Definitions, Workflows for information about how to configure a task workflow.

A package can include items that could be routed to different task workflows.

To assign task workflow to package item:

  1. To assign a a single task workflow, click the field in the Task Workflow column and select the task workflow.

  2. To assign the same task workflow to multiple package items, click the checkbox associated with each item.
  3. Click the field in the Task Workflow column and for one of the checked rows, select a new Task Workflow. 



  4. The Task Workflow will be applied to all checked rows.


Status

Individual package parts or assemblies will initially have the same tracking status as the package but can be changed independently to track work on the package in the items grid. A package can only be edited when it is in a "Can Package" tracking status. "Can Package" is a setting associated with the tracking status that tells STRATUS whether or not the package can be edited or not. Go to the Tracking tab to change the tracking status as needed. When you return to the Items tab, refresh the page to display the changes. Click the Status link will display the Update Tracking Status dialog where user's can change the Status, Processor, or Cost Type, update the Hours, add a comment, picture, or attachment to the item.

Delete a Package Item

To delete a package item, click the  Remove selected item button. The selected part or assembly will be removed from the package and will be available to add to another package within the same package category.

Change the tracking status of multiple items

To change multiple tracking statuses at one time from the Package's Items tab:

  1. Go to a Packages and click the Items tab.


  2. Select checkboxes for multiple items.
  3. Click the status of one of row item. The Update Tracking Status dialog will display.
  4. Change the status and click Update. All checked items will change to the selected Status.

Videos

See the Packages Module Overview webinar CSG Webinar: STRATUS In-Depth Series, The Packages Module for more information.






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