Table of Contents
Entity Type | Permission Type | Permission Description |
Installation Work Packages | View | The ability to view existing IWPs |
Installation Work Packages | Update | The ability to modify existing IWPs |
Associations | View | The ability to view existing Associations |
Associations | Create | The ability to create new Associations |
If you lack the permissions to follow along in this article, please reach out to your project's admin.
While this article applies to most Entities in O3, we will be using IWPs as an example.
Navigation
New Navigation
Expand the navigation menu and click on (1) Workface Planning > (2) IWPs.
Classic Navigation
Expand the navigation menu and click on (1) Work Packages > (2) Installation (IWPs).
Both options will bring you to the Installation Work Packages grid.
Associating Data in O3
Click into an Installation Work Package (IWP) in the grid and go to the Associations tab.
This shows you all the different data that's associated to the current work package.
To create an Association, click on the + next to the desired Entity Type.
You'll notice there are different types of Associations we can make.
The Different Types of Relationships
Associations
Associations are the most basic type of relationship in O3. This means the Entity is accessible from the Associations tab.
Predecessors
When an Entity is associated as a Predecessor, a Predecessor constraint is created.
Predecessor constraints behave differently from normal constraints. When the Predecessor Entity (in this case, an IWP) is moved into a Complete or Closed Out state, the constraint is closed out automatically. Predecessor constraints are typically not closed out manually.
Successors
Choosing the Successor Associations means the current Entity will be a Predecessor to the Successor Entity being chosen.
The Associations Grid
While you can see Associations per Entity via the Association tab, you can see project-wide Associations by viewing the Associations grid.
For new navigators, go to (1) Auditing > (2) Associations.
While classic navigators will go to (1) Tools > (2) Associations.
The Associations grid shows you Associations across the entire project.
You can group and filter the grid to show you Associations between two types of Entities, like Drawings that have been associated to IWPs.
Want to learn more about Work Packaging Basics? Click here.
Want to learn about something else in O3? Check out our Help Center.
Need help? Reach out to us via our in-app chat or by email at [email protected].
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