![O3 Solutions [Test] Help Center](https://downloads.intercomcdn.com/i/o/494610/c7673691aaf9ad5fa3d4b92e/920cc346e5bc700695f8563d6a7e929b.png)
Table of Contents
Entity Type | Permission Type | Permission Description |
Installation Work Packages | View Constraints | The ability to view existing IWP Development Steps |
Installation Work Packages | Edit Constraints | The ability to create new IWP Development Steps |
Installation Work Packages | View | The ability to view existing IWPs |
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.
Creating Constraints
Select an Installation Work Package (IWP) in the grid and go to the Constraints tab.
To create a constraint, click on the + above the Constraints list.
This will bring up the Constraint Details form.
By default, you will need to provide a Constraint Type and Name. We recommend assigning the constraint to someone and giving it a Due Date.
Note that constraints can also be automatically created whenever a work package is initialized or when an Entity moves into a specific status.
Managing Constraints
To manage a constraint, click on its pencil icon.
Since constraints are actions, they follow our action framework, meaning
They can be assigned to Team Boards.
They can be broken out into subtasks.
Informal action approvals can be created to ensure the action is revied before it's closed out.
Where constraints differ from our other actions is their statuses at the bottom.
In Progress - The constraint is actively being worked on
Needs Verification - The constraint requires verification before being closed out
Complete - The constraint is done and can be closed out
N/A - the constraint is not applicable at the moment. This means the constraint will be treated as a soft constraint.
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].