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Contents
While this article applies to multiple Entity Types, we will use Installation Work Packages as an example.
Note: uploading report templates requires project admin access.
Uploading a Report Template
To upload a Report Template, go to Project Settings > Report Templates.
All your existing Report Templates can be found in the grid.
To create a new one, click on the + sign.
Report Type- the type of report you're uploading; the options in the dropdown are what is supported in O3Name- the name of the report template; this is what users will see in the Action MenuLock PDF Exports- flag letting you choose whether or not PDF exports are locked for editingIs Default- if this flag is toggled on and version management is enabled for the Entity, then this Report Template will be used to generate the revision attachmentTemplate File- the file you're uploading
We recommend reaching out to your dedicated Project Manager or our support team if you're interested in setting this up.
Navigation
In the left-side menu, go to Work Packaging > Installation (IWPs).
Then choose an IWP in the grid.
Downloading a Work Package Report
In the IWP's Detailed Form, click on the Action Menu in the top-right and look for the option to download the IWP.
You can learn more about the Action Menu here.
Note: while mine says IWP Standard Template, yours will probably say something else.
Export as PDF- flag that lets you choose whether it is exported as a PDF or a Word docDelivery Method- the method used to deliver the work package; you can download it to your machine, email it to yourself, or send it to stakeholders with or without an O3 accountInclude Attachments- section letting you choose which Attachments are included in the report; Attachments can only be downloaded if the report is exported as a PDF. You can check the box next to Filename to select all Attachments, or select them individually.
Note: you might see other sections, like Bill of Materials or Operations Requirements, based on the formatting in your report's template.
Want to learn more about work packaging in O3? Check out our XWP Overview article collection.