Work Packages Tab
The Work Packages tab provides the project-level view of all defined packages — their current status, document composition, and review progress. Unlike the register view which shows individual documents, the Work Packages tab shows aggregated progress at the package level, making it easier for project managers to track submittal completion without needing to inspect every document individually.
Package list view
The main view lists all packages for the active project:
| Column | Description |
|---|---|
| Package number | Unique reference identifier for the package. |
| Title | Descriptive name of the package. |
| Status | Current status: Draft, Active, Submitted, or Closed. |
| Discipline | Primary discipline the package covers. |
| Responsible | Team member accountable for the package. |
| Documents | Total count of documents assigned to the package. |
| Approved | Count of documents in Approved or Approved with Comments status. |
| Under review | Count of documents currently in an active workflow. |
| Target date | Expected submission date. Past-due packages are highlighted. |
Package detail view
Click any package row to open its detail view:
Status summary cards
At the top of the detail view, summary cards show:
- Total documents in the package
- Documents by status (Approved, Under Review, For Review, Draft, Rejected)
- Overall package progress as a percentage (based on documents in Approved status)
Document list
All documents assigned to the package are listed with:
- Document number, title, revision, and discipline
- Current status with status badge
- Active workflow name (if any) with a link to open the workflow
- Owner and due date
Filtering within a package
Apply filters to the document list within a package:
- Status
- Discipline
- Document type
- Owner
- Active workflow (yes/no)
Package status progression
| Status | Who can set it | Notes |
|---|---|---|
| Draft | Auto (on creation) | Documents can be added or removed freely. |
| Active | Project admin, Document controller | Signals production is underway. |
| Submitted | Document controller | Records the formal issue date. |
| Closed | Project admin | Locks the package. Documents remain in the register but can no longer be added. |
Bulk actions from the tab
| Action | Steps |
|---|---|
| Start workflow on all documents | Select the package → Actions → Start workflow. Choose a template; all documents in the package are routed simultaneously. |
| Export document list | Select the package → Export → Excel or PDF. Produces a transmittal-ready document schedule. |
| Move package to Submitted | Select the package → Actions → Mark as Submitted. Sets the submission date to today. |
Creating a new work package
- Click New Package in the top right of the Work Packages tab.
- Enter a Package Number (auto-populated from the numbering scheme) and Title.
- Set the Responsible team member.
- Set the Target Date.
- Optionally set the Discipline scope.
- Save. The package is created in Draft status.
- Add documents from the register using the Add Documents button on the package detail view.
Package status transitions
Draft → Active → Submitted → Closed
└─ (if review fails) → Active (return to active)
- Draft packages can have documents added or removed freely.
- Active signals that the package is in production or under review.
- Submitted records the formal submission date and locks the document list.
- Closed locks the package entirely; documents remain in the register but cannot be added.
Related
- Work Packages Guide — full creation steps, document assignment, and bulk assignment detail
- Transmittals Guide — formally issuing the package to recipients
- Document Register Guide — individual document status management