There are two ways to create work packages in O3. The first is by packaging components via the model. We also support building work packages non-graphically for those not experienced with models.

Note that while we use Installation Work Packages as an example below, this section applies to all work package types.

Expand the left-side menu and go to Project Information > Models.

Then choose your model in the grid.

You'll probably want to start looking for unpackaged components at the CWP level.

Make sure the Workface Planning Data Source is active.

And click on the eye next to an IWP: No Value to see unpackaged components for a CWP.

Select your components in the grid. You can select a single component by left-clicking it.

Selected components will be highlighted light-blue.

You can select multiple components by SHIFT-clicking.

Or by holding the CTRL key and dragging the selection box over the desired components.

Make sure the Association Type is set to the desired work package type.

Then click on the + in the top-right.

You can add components to existing work packages by (1) selecting one in the grid and clicking (2) Choose Items.

To add components to a new work package, click Create New.

Then fill out the work package's input form.

Fields highlighted in red are required.

Expand the left-side menu and click on Work Packages > your desired work package type.

Then click on the + in the top-right corner.

Then fill out the work package's input form.

Fields highlighted in red are required.

Expand the left-side menu and click on Work Packages > your desired work package type.

Click on the Column Chooser icon in the top-right.

You can search for fields in the Column Chooser box by scrolling.

Or by using the search bar at the top.

Drag-and-drop your column into the grid.

To remove columns, drag-and-drop the column into the Column Chooser box.

You can group a column by dragging-and-dropping it above the grid.

You can group by more than one column.

The grid will color-code groupings and show you their totals.

You can undo a grouping by dragging-and-dropping it back into the grid.

You can filter your grid by clicking on the (1) filter icon and (2) setting your filter criteria.

For more advanced filtering you can click on the (1) magnifying glass and (2) choose one of the available operations.

To save a new Grid Layout, click on the (1) Layouts icon in the top-right > (2) Save As.

To update an existing layout, click on the Layouts icon and make sure your Grid Layout is selected.

And after making your changes choose Save.

To share a layout, click on Share Layout in the Layouts menu.

You can share layouts with (1) an entire project or (2) to specific roles in a project.

Sharing a Grid Layout with individual users lets you specify whether they have view or edit access.

Scheduled Exports require a saved Grid Layout. Click here to learn more.

Click on the (1) Layouts icon and make sure you have a (2) Grid Layout selected.

Then choose Schedule Export in the Layouts menu.

You can only have one Scheduled Export per layout. If you already have a Scheduled Export for that layout, you will need to save a new layout first.

Click on Configure Scheduled Export.

If you ever want to cancel your Scheduled Export, click on Disable Scheduled Export at the bottom.

You can also edit your Scheduled Exports from your notification settings. Click on the (1) person icon in the top-right > (2) Notification Settings.

Then click Scheduled Exports.

Note that while we use Installation Work Packages as an example below, this section mostly applies to all work package types.

We clarify features that are exclusive to specific work package types as needed.

There are two ways to upload Model Shots in O3.

The first is via the model. Expand the left-side menu and go to Project Information > Models.

Then choose your model in the grid.

Make sure you have the Association Type at the top set to the desired work package type.

Then click on the Associations tab on the left.

Click on the camera icon next to the desired work package.

The Mode Shot has been uploaded directly to the work package.

To upload a Model Shot from your file browser, go to Work Packages > your desired work package type.

Then find your work package in the grid.

Make sure you're in the Summary tab in your work package's Detailed Form and look for the Overview Model Shot box at the bottom.

Click Upload Model Shot and then find it in your file browser.

Find the work package's Status field in the header of its Detailed Form.

Click on the dropdown and choose the new status.

Some status transitions might fail because certain criteria weren't fulfilled.

Pay close attention to the error message. This will help you figure out what you need to do to move the package to the next stage.

Some status transitions are automatic. In the example below, the IWP goes from Ready for Review to Approved once I close out the last approval.

For more information on this, contact your Project Admin.

Click on the Associations tab in the work package's Detailed Form.

Then click on the + next to the desired Entity Type.

There are different types of relationships in O3.

An Association is the most basic type. If a Document is associated to an IWP, it just means the Document shows up under the IWP's Associations.

Entities can be associated as Predecessors to constraint other Entities. In the example below, I've associated a Document to an IWP as a Predecessor.

This creates as Predecessor Constraint on the IWP.

Unlike most constraints, you will not close out this constraint manually. This constraint will be closed out automatically when the Document is moved into a Complete or Closed Out state.

Successors are similar to Predecessors: in this case, the IWP I'm viewing will constrain the IWP I added as a Successor.

You will close out this constraint the same way as the one above.

Development Steps can be used to track the development of your work packages.

Development Steps can be accessed via the Development tab in your work package's Detailed Form.

Development Steps can be auto created. You might notice Development Steps are added automatically when creating a new work package.

To create a new Development Step, click on the + in the top-right corner.

Then select your Development Step Type.

You can update a Development Step's status with the Status field.

You can add materials & components to your work package under its Materials tab.

To add materials, make sure (1) Materials is selected off to the left then (2) click on the + in the top-right.

Then fill out its form.

To add components, make sure (1) Components is selected off to the left then (2) click on the +.

By default, you will be able to choose from all components in the project - both model and non-model components.

You can also add components with filters so that you're only selecting components attributed to the work package's CWP.

The Resources tab is where you can add (1) Manpower, (2) Tools, (3) and Equipment.

You can also add Scaffold Requests here. This is exclusive to IWPs.

Make sure (1) Scaffold Requests is selected and (2) click on the + in the top-right.

The Entity Need Date will always be a week before the IWP's Planned Start Date.

Access constraints are automatically created on IWPs that have open Scaffold Requests.

You do not need to close these out manually. If all Scaffold Requests are completed, then the Access constraint will close out.

Deliverables can be used to track outputs that are expected of a project. An example of a Deliverable might be a bill of materials or an execution punchlist.

Be sure not to confuse Deliverables with Documents. Documents are typically subject to a formal approval process, while Deliverables are not.

To create a Deliverable, choose the Deliverables tab and click on the + in the top-right.

You can upload attachments to Deliverables by clicking on the + sign in the top-right.

To close out a Deliverable, look for the Status field.

Execution Tasks can be created in two ways.

The first is via the (1) Execution tab by (2) clicking on the + in the top-right.

You can also create Execution Tasks via the (1) Materials tab > (2) Components.

(1) Select a component in the grid, then click on the action menu icon > Create Execution Tasks.

You can update your Execution Task's a couple different ways via the Execution tab.

The first way is by selecting a task in the grid.

Then updating its task steps at the bottom of the form.

You can also select the (1) Execution Task Workflow tab and (2) mark each task step as needed.

In your work package's Detailed Form, click on the action menu icon in the top-right.

In the example above, the IWP Detail Report is called Standard IWP Template. Yours will likely be called something different.

To select which attachments are included in the report, make sure Export as PDF is enabled.

You can choose which Drawings and Attachments are included in your report. Click the box next to Filename at the top to select all.

Or you can mark individual boxes to be more selective.

Depending on how your reports are formatted, you might be able to include items like Bill of Materials and Operations Requirements.

Click Ok when you've made all your selections.

Note that large IWPs will be downloaded in the background and emailed to you. O3 does this to maintain optimal performance.

Note that most of your constraints will likely be auto created once the work package is initialized.

To create a constraint, go to the (1) Constraints tab and (2) click on the + in the top-right.

You can assign constraints to individuals via the Assigned to User field or multiple team members with Assigned to Role.

We also recommend assigning the constraint a Due Date (unless it is auto calculated upon creation).

Click Save when you're done filling out its info.

To edit a constraint, click on its pencil icon in the Constraints list.

You can update a constraint's status by clicking on one of the four buttons at the bottom.

Click Complete to close out the constraint.

Subtasks can be used to break larger constraints down into smaller actions. They can also be used as a learning opportunity if someone prematurely closes out a constraint.

Open a constraint and find the Subtasks section, then click on Add Subtask.

Then fill out its input form.

Action Approvals can be used to require a review of the constraint before it's closed out.

Find the Approvals section in the constraint's form and click Add Approval.

Once an Action Approval is created, it can be submitted from the constraint form by clicking on the orange arrow.

From there, the approver can reject it and provide reasons why it wasn't approved.

Or they can close it out with the green checkmark.

Note that most of your approvals will likely be auto created once the work package reaches a review stage (e.g., Ready for Review).

To create an approval, go to the (1) Approvals tab and (2) click on the + in the top-right.

Then select your Approval Type.

You can submit an approval by clicking on its pencil icon and then clicking Submit.

From there, you can reject the approval and provide reasons why it wasn't closed.

Or close it out with Approve.

While we use constraints in the example below, the instructions are very similar when it comes

In your work package's Detailed Form, go to the Constraints list.

And then click on the constraint's pencil icon to open it.

Look for the Team Boards field in the form and choose the Team Boards you want the constraint added to.

Try finding the constraint on your Team Board.

Open a constraint and look for the Comments section at the bottom.

You can type out a message by clicking on Add a comment.

@ mentioning a teammate will send them an email notification, letting them know what the comment is and where it was made.

Check out some of our other Cheat Sheets!