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What is the Action Menu?
You can access the Action Menu by clicking on the three dots in the top-right corner of your work package's Detailed Form.
Each work package type will have different Action Menu options. See below.
Action Menu Options by Work Package Type
Work Package Type | Action Menu Options |
Construction Work Area (CWA) | Create CWP, Delete** |
Labor Work Package (LWP) | Delete** |
Construction Work Package (CWP) | Clone CWP, Create EWP, Create IWP(s), Update Component Data, Download CWP Report*, Delete** |
Design Work Package (DWP) | Clone DWP, Delete** |
Engineering Work Package (EWP) | Clone EWP, Create DWP, Create PWP, Create VWP, Delete** |
Procurement Work Package (PWP) | Clone PWP, Delete** |
Vendor Work Package (VWP) | Delete** |
Installation Work Package (IWP) | Clone IWP, Update Component Data, Export to Materials Coordinator*, Download IWP Report*, Delete** |
Scaffolding Work Package (SWP) | Delete** |
Turnover Work Package (TOP) | Delete** |
Test Work Package (TWP) | Download TWP Report*, Delete** |
System | Delete** |
*Must be configured by a project admin
**Requires permissions
To learn more about exporting materials to coordinators, click here. Or, you can check out this article to learn more about work package reports.
We cover how to clone work packages here.
Want to learn more about work packaging in O3? Check out our XWP Overview article collection.