Create Package

STRATUS recognizes parts, assemblies, and packages.  After publishing the Revit model or AutoCAD drawing to STRATUS, parts and assemblies (if created in Revit or AutoCAD) are available in STRATUS. Assemblies can also be created in STRATUS. A package can include parts and assemblies. STRATUS supports the workflow whereby different packages can be created for different purposes like ordering, shop work, field delivery, and installation work. Package Categories accommodate workflows where the same part or assembly needs to be included in multiple package categories.  A package must be in the "Can Package" tracking status in order to add/remove elements.

Create New Package

To create a new package:

1. Before creating a package:
   1. The Package Name and Package Number should be configured under Naming Conventions.
   2. One or more Package Categories should be configured under Package Categories.
      
      
2. Go to Models > Viewer > Actions > Packages > New. You can also create a new package under Packages > Dashboard > New Package. The new package dialog and package name fields, similar to the following, will display.
   
   
   
   
   1. Select a package Category if you have configured Package Categories. Otherwise,  the Default (not categorized) package category will be the only option.
   2. The package Number and Name will be filled-in it automatically if you have configured Naming Conventions. You can overwrite any field value, however, each package name must be unique.
   3. Scroll down to enter optional information including Description, Hours Estimated, and Required Date. Note: The Required Date is valuable and is used on the Packages > Schedule page and can be used to filter the package by time. Ex. Filter all packages where the required date is 2 weeks from today. You can update any of these values under Packages > Package > Properties.
      
      
3. Click Save Package when done. A package similar to the following will be saved. Parts and assemblies can now be added to or removed from the package.
   
   
   
   
4. Information about packages displays on the Packages > Dashboard and can be filtered by the Package Category.
   
   
   
   
5. New packages are automatically added to the Packages > Schedule and can be filtered by the Package Category. 
   
   
   
   

Add Parts and Assemblies to a Package - Model Viewer

Once a package is created, you can add parts or assemblies to the package. There are several ways to add parts or assemblies to a package.  Note: Before adding parts or assemblies to a package, the package must be in a "Can Package" tracking status. See the Tracking Statuses page for more information. For example, if a package is the "Shipped" tracking status, it's not a good practice to edit the package by adding a part or assembly to it.

To add parts and assemblies to a package:

1. In the Models > Viewer, click Actions > Packages and select your target package.
2. In the Models > Viewer, Filter the model as needed.
   1. If everything isolated in view will be added to the package, click the + Isolated Assemblies/Parts button. The isolated elements will be added to the package. 
   2. If, you selected parts and assemblies, click the + Selected Assemblies/Parts button. The selected elements will be added to the package. 
      
      
      
      
3. Once added to a package, parts and assemblies will display on the Package's Items tab. 
4. There is an art to isolating and selecting items in the Models Viewer. For information on different ways to add/remove elements to/from a package, see the Create Package video on this page. Some techniques like the Select Connected tool and Auto-Assembly tool rely on a good model where all parts are connected. 

Add Assemblies, Families, etc. to a Package - Assemblies Dashboard

Another way to add assemblies to an existing package is on the Assemblies Dashboard. Note: Before adding an assembly to a package, the package must be in a "Can Package" tracking status. See the Tracking Statuses page for more information. For example, if a package is the "Shipped" tracking status, it's not a good practice to edit the package by adding a part or assembly to it.

Here's how to add Assemblies, Families, etc. to a Package:

1. Click Assemblies > Dashboard.
2. Select a Package in the Package selector drop-down and then click Edit.
   
   
   
   
3. All available assemblies, families, spools, etc. will display. Check the ones you want to add or uncheck the ones you want to remove, and then click Save.
   
   

Videos

Create Package (4:34) - This video, created on 4/3/2018, does not include some new features (naming conventions and package category) but does demonstrate how to add elements to and remove elements from a package:

1. How to select or create a new package.
2. How to see all packages on the Packages Dashboard.
3. How to add elements (parts and spools) to a package by filtering the model or manually selecting elements.
4. How to delete a package.
5. How to remove elements from a package.