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The Package Items tab displays cconsolidated 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.


By default, the Packages > Item tab displays the Assemblies section and Parts section using a Default report for both the Assembly Report, Part Report, and the Report (Parts section).

Project Role Permissions

Packages > Items permission are controlled under Admin > Company Project Roles > Modify Packages. 

  • Attachments - When checked the project role can add an attachment to an assembly.

  • Modify Packages - When checked the project role can add/remove assemblies to/from a package.

  • Remove - When checked the project role can view the Remove assemblies and parts from the package.

  • View - When checked the project role can view the Assemblies > Dashboard, including Attachments.

Filters

  1. Filters

    1. Project - The project name.

    2. Model - The model name.

    3. Packages - The package name and number. All packages that include the assembly are displayed including a link to the package and the ability to add/remove the assembly to/from packages. 

      1. Add - To add the assembly to a package, click the drop-down and select the package. Packages that an assembly cannot be added to due to rules (Ex. Package must be in a "Can Package" tracking status or the assembly can only be added to a Package in a Package Category once) are disabled.
      2. Remove - To remove the assembly from a package, click the x associated with the package.

      3. After the Packages dialog save button is clicked, a message similar to the following will display letting you know the name of the assembly(s) and the name of the package(s) impacted by the modification.


    4. Tracking Status Division and Group - If a Division has been selected for the package, the Division (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. Show (Multiple Entry Selection and Action) - Multiple entries (rows) can be selected and then an action can be taken on those entries (Ex. Update Tracking Status, edit an editable field, and Delete). See the Multiple Entry Selection and Action FAQ for more information and examples.

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


        3. 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.

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

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

        6. 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.

        7. 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).

        8. 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.

        9. 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 displays a list of parts included in the package.

  1. Parts table (If Shown)

    1. Show (Multiple Entry Selection and Action) - Multiple entries (rows) can be selected and then an action can be taken on those entries (Ex. Update Tracking Status, edit an editable field, and Delete). See the Multiple Entry Selection and Action FAQ for more information and examples.

    2. 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.

    3. Show - See the Filters section above.

    4. 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

        1. Quantity column - The Quantity column will display automatically in a custom report when it is configured with Merge Like Values and Show Quantity set to  “Yes”.

    5. 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.

Videos

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






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