O3 Solutions [TEST]

Sometimes creating a brand new work package is unnecessary. Try cloning it!

Cloning Work Packages

Learn how to download work package reports in O3.

Downloading Work Package Reports

Learn just how easy it is to get your materials coordinator the info they need.

Export Materials to Coordinator

Learn what the Action Menu is, and what it looks like for each work package type.

The Action Menu

Learn what Pre-conditions are, the different

Pre-conditions & Automatic Status Transitions

Status Workflow

Execution Tasks

Approvals

Delays

The Constraints Tab

The Development Steps Tab

resources, manpower, tools, equipment, scaffold requests, work package

The Resources Tab

The Materials Tab

IWP Rework Tasks

Jared Elliott

Learn how to utilize basic features available with work packaging in O3.

XWP Overview

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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