Package Items

Owned by Conk Buckley
Last updated: Sept 20, 2024
10 min read

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.


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. If the model associated with the package has been published along with its Fabrication database, the Add Lightning Catalog Parts button will be enabled which can be used to add items from the Fabrication database catalog to the package and automatically published.

  1. Parts table (If Shown)

    1. Add Lightning Catalog Parts - The Add Lightning Catalog Parts button will be enabled if the model associated with the package has been published along with its Fabrication database. This this enabled, users can add items from the Fabrication database catalog to the package and automatically published. See the Lightning Catalog Parts section for more information.
    2. 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.

    3. 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.

    4. Show - See the Filters section above.

    5. 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”.

    6. 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.

Lightning Catalog Parts

The Add Lightning Catalog Parts button and dialog has been added to the Packages > Viewer > Parts data table. This feature is enabled when a model has been published along with its Fabrication database. Items from the Fabrication database catalog can be added to the package and automatically published.

GTP Lightning application:

  • Can be downloaded from the STRATUS Help page.

  • Can be used with both STRATUS and Field Orderz to publish and synchronize Autodesk Fabrication databases to the GTP Cloud.

  • Enables Fabrication Services to be used by Field Orderz for sketching and fitting input.

  • Improves the speed of the STRATUS model publish process.

  • Enables STRATUS publishing for users without access to the Fabrication database.

  • Is used to add Fabrication Catalog parts to a package (see below).

To use the Add Lightning Catalog Parts feature:

  1. Before the Add Lightning Catalog Parts feature is enabled, the model’s Fabrication database must be published using the GTP Lightning app.

    1. Download GTP Lightning from the STRATUS Help page.

    2. For more information about how to configure download and install GTP Lightning see the following article:

      1. Lightning

  2. Open a package whose model has been published using GTP Lightning. Under Packages > Viewer > Items > Parts, the Add Lightning Catalog Parts button will display.


  3. Click the Add Lightning Catalog Parts button. The Lightning Catalog displays an Add Part(s) to PackageName dialog similar to the following.


    1. 1. Filter

      1. Search - Search for text included in a part in the Fabrication database.

      2. Bought Out

        1. Unchecked (Default) - When unchecked, Bought Out items will not display.

        2. Checked - When checked, Bought Out items will display.

      3. Profile - The Profile drop-down displays all of the authoring tool profiles available when the Fabrication database was published. The Default profile will display by default. The selected Profile will be used to filter the parts in the catalog.



      4. Service Type - The Service Type drop-down includes service types.

      5. Service - The Service drop-down includes parent service groups (bold) and child services.



      6. Material - Displays the list of materials.

      7. Manufacturer - Displays the list of manufacturers.

      8. Connector - Displays the list of connectors.

      9. Part Type - The Part Type drop-down filter only includes the following options:

        1. Any - Displays any part.

        2. Fittings - Only displays parts that are fittings.

        3. Straights - Only displays parts that are straights.

      10. Quick Add - Displays the top 10 added parts determined by the number of times the exact part was added to a package.

    2. 2. Select (###)

      1. The Select (###) will display the number of parts in the filter.

      2. Expand the catalog to locate and select parts. Once selected the part will display in the Configure and Add section and an image of the part will display if one is in the Fabrication database.


    3. 3. Configure and Add - For a selected item:

      1. QTY - For the item to be added, set the quantity.

      2. Size - For the item to be added, if the Fabrication database includes multiple sizes, each one can be separately selected. A new size can be selected and the Add plus button clicked to add multiple sizes.

      3. Add plus button - Click the Add button to add the part to the data table.

      4. Remove - In the Remove column, click the remove button (red) to remove an item from the data table.

      5. Publish Items to STRATUS

        1. After one part is added, the Publish Items to STRATUS button will be enabled.

        2. Click the Publish Items to STRATUS button to publish the selected catalog items to the STRATUS package. The publish process will extract the needed properties for STRATUS from the Fabrication database.

        3. During the publish process, the package will be locked.

    4. Once the Add Lightning Catalog Parts publish process is complete:

      1. The package will be unlocked.

      2. The parts will display in the Packages > Viewer > Parts data table.

      3. The publish parts tracking Status’s will be assigned the first Applies to Part Tracking Status (Ex. Design).

  4. To remove a catalog part from the package:
    1. Click the Remove button. Multiple parts can be removed by checking the row checkbox and then clicking the Remove button for one of them.

    2. A prompt similar to the following will displays.

    3. Click Remove and the parts will be removed from the package.

Videos

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






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